Valley National Advisers’s Ares Management ARES Stock Holding History

Valley National Advisers’s Portfolio ARES Stock Details ARES Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$23K	Hold
2025 Q2	$25K	Buy
2025 Q1	$18K	Buy
2024 Q4	$11K	Buy
2024 Q3	–	Sell
2024 Q2	$7K	Buy
2024 Q1	$6K	Buy
2023 Q4	$5K	Buy
2023 Q3	$3K	Buy
2022 Q2	–	Sell
2022 Q1	$65K	Buy