AFC
AIRJ

Ares Financial Consulting’s Montana Technologies Corp AIRJ Stock Holding History

Ares Financial Consulting’s Portfolio AIRJ Stock Details AIRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$587 Hold
106
– – ﹤0.01% 1076
2026
Q1 		$275 Hold
106
– – ﹤0.01% 1042
2025
Q4 		$418 Buy
+106
New +$458 ﹤0.01% 858

Other funds holding AIRJ

Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
IAMOG
Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DAM
Directional Asset Management Arlington Heights, Illinois $118M AUM
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
MFP
Meramec Financial Planners Saint Louis, Missouri $274M AUM
OR
Olympiad Research Stamford, Connecticut $48.1M AUM 100.39% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ares Financial Consulting's AIRJ Position: Q2 2026 in Review

Ares Financial Consulting held its Montana Technologies Corp (AIRJ) position steady in Q2 2026 at 106 shares worth $587. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Ares Financial Consulting first reported a position in AIRJ in Q4 2025 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold AIRJ as of Q2 2026.

  • Ares Financial Consulting held 106 shares of Montana Technologies Corp worth $587 as of Q2 2026.
  • Ares Financial Consulting left its Montana Technologies Corp share count unchanged in Q2 2026.
  • Montana Technologies Corp made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #1076 holding.
  • Ares Financial Consulting first reported a position in Montana Technologies Corp in Q4 2025 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held Montana Technologies Corp as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.