AFC
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Ares Financial Consulting’s Factset FDS Stock Holding History

Ares Financial Consulting’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1
Closed -$225 – 1145
2026
Q1 		$225 Hold
1
– – ﹤0.01% 1046
2025
Q4 		$290 Buy
+1
New +$281 ﹤0.01% 871

Other funds holding FDS

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ares Financial Consulting sold out of Factset (FDS) in Q2 2026, closing a stake of 1 share — an estimated $225 sold.

Ares Financial Consulting first reported a position in FDS in Q4 2025 and held it in 2 quarters. The position peaked at $290 in Q4 2025. 344 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Ares Financial Consulting reported no remaining Factset position as of Q2 2026 after selling out during the quarter.
  • Ares Financial Consulting sold 1 Factset share in Q2 2026, an estimated $225.
  • Ares Financial Consulting first reported a position in Factset in Q4 2025 and held it in 2 quarters.
  • Ares Financial Consulting's Factset position peaked at $290 in Q4 2025.
  • 344 funds tracked by Wall St. Rank held Factset as of Q2 2026.

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