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Wayfinding Financial’s Ares Management ARES Stock Holding History

Wayfinding Financial’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
2025
Q2 		– Sell
-96
Closed -$14K – 177
2025
Q1 		$14K Buy
+96
New +$16.6K 0.01% 628

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wayfinding Financial's ARES Position: Q2 2025 in Review

Wayfinding Financial sold out of Ares Management (ARES) in Q2 2025, closing a stake of 96 shares — an estimated $14K sold.

Wayfinding Financial first reported a position in ARES in Q1 2025 and held it in 1 quarter. The position peaked at $14K in Q1 2025. 767 funds tracked by Wall St. Rank hold ARES as of Q2 2025.

  • Wayfinding Financial reported no remaining Ares Management position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 96 Ares Management shares in Q2 2025, an estimated $14K.
  • Wayfinding Financial first reported a position in Ares Management in Q1 2025 and held it in 1 quarter.
  • Wayfinding Financial's Ares Management position peaked at $14K in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Ares Management as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.