Washington Trust Advisors’s Ares Management ARES Stock Holding History

Washington Trust Advisors’s Portfolio ARES Stock Details ARES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-230	Closed	-$37.2K	–	689
2025 Q4	$37.2K	Sell	230 -85	-27%	-$13.2K	﹤0.01%	377
2025 Q3	$50.4K	Buy	+315	New	+$56.8K	﹤0.01%	359
2024 Q4	–	Sell	-51	Closed	-$8.7K	–	648
2024 Q3	$7.95K	Buy	+51	New	+$7.4K	﹤0.01%	514
2022 Q4	–	Sell	-837	Closed	-$52K	–	786
2022 Q3	$52K	Sell	837 -207	-20%	-$14.5K	﹤0.01%	378
2022 Q2	$59K	Sell	1,044 -12	-1%	-$830	0.01%	372
2022 Q1	$85K	Sell	1,056 -185	-15%	-$14.2K	0.01%	360
2021 Q4	$101K	Buy	+1,241	New	+$101K	0.01%	363

Other funds holding ARES

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return