Abound Wealth Management’s Ares Management ARES Stock Holding History

Abound Wealth Management’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 Q2	–	Sell	-32	Closed	-$3.49K	–	1375
2026 Q1	$3.49K	Buy	+32	New	+$4.25K	﹤0.01%	807
2025 Q4	–	Hold	0	–	–	–	1419
2025 Q3	–	Hold	0	–	–	–	1343
2024 Q4	–	Sell	-13	Closed	-$2.03K	–	1232
2024 Q3	$2.03K	Hold	13	–	–	﹤0.01%	703
2024 Q2	$1.73K	Sell	13 -2	-13%	-$273	﹤0.01%	655
2024 Q1	$2K	Hold	15	–	–	﹤0.01%	683
2023 Q4	$1.79K	Buy	15 +13	+650%	+$1.41K	﹤0.01%	663
2023 Q3	$209	Hold	2	–	–	﹤0.01%	1097
2023 Q2	$195	Buy	+2	New	+$173	﹤0.01%	1157

Other funds holding ARES

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return