Align Financial’s Ares Management ARES Stock Holding History

Align 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
2026 Q3	$232	Buy	+2	New	+$261	﹤0.01%	611

Other funds holding ARES

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

ICG Advisors Los Angeles, California $136M AUM 28.28% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Align Financial's ARES Position: Q3 2026 in Review

Align Financial opened a new position in Ares Management (ARES) in Q3 2026: 2 shares worth $232. The stake represents ﹤0.01% of the portfolio and ranks #611 among its holdings.

141 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

Align Financial held 2 shares of Ares Management worth $232 as of Q3 2026.
Ares Management was a new Align Financial position in Q3 2026.
Ares Management made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #611 holding.
141 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.