AFC
CTRA

Ares Financial Consulting’s Coterra Energy CTRA Stock Holding History

Ares Financial Consulting’s Portfolio CTRA Stock Details CTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-866
Closed -$29.4K – 1144
2026
Q1 		$29.4K Buy
866
+546
+171% +$16.4K 0.02% 311
2025
Q4 		$8.42K Buy
+320
New +$8.06K 0.01% 385

Other funds holding CTRA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HEIP
Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

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

Ares Financial Consulting sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 866 shares — an estimated $29.4K sold.

Ares Financial Consulting first reported a position in CTRA in Q4 2025 and held it in 2 quarters. The position peaked at $29.4K in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Ares Financial Consulting reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Ares Financial Consulting sold 866 Coterra Energy shares in Q2 2026, an estimated $29.4K.
  • Ares Financial Consulting first reported a position in Coterra Energy in Q4 2025 and held it in 2 quarters.
  • Ares Financial Consulting's Coterra Energy position peaked at $29.4K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

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