Ares Financial Consulting
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Ares Financial Consulting’s Curtiss-Wright CW Stock Holding History

Ares Financial Consulting’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$65.3K Hold
120
– – 0.05% 190
2026
Q2 		$90.9K Hold
120
– – 0.07% 157
2026
Q1 		$83.6K Buy
+120
New +$79.8K 0.07% 156

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Bank of New York Mellon
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Ares Financial Consulting's CW Position: Q3 2026 in Review

Ares Financial Consulting held its Curtiss-Wright (CW) position steady in Q3 2026 at 120 shares worth $65.3K. The position accounts for 0.05% of the portfolio, ranked #190.

Ares Financial Consulting first reported a position in CW in Q1 2026 and has held it in 3 quarters since. The position peaked at $90.9K in Q2 2026. 463 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • Ares Financial Consulting held 120 shares of Curtiss-Wright worth $65.3K as of Q3 2026.
  • Ares Financial Consulting left its Curtiss-Wright share count unchanged in Q3 2026.
  • Curtiss-Wright made up 0.05% of Ares Financial Consulting's portfolio in Q3 2026, its #190 holding.
  • Ares Financial Consulting first reported a position in Curtiss-Wright in Q1 2026 and has held it in 3 quarters since.
  • Ares Financial Consulting's Curtiss-Wright position peaked at $90.9K in Q2 2026.
  • 463 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.