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Ares Financial Consulting’s Boston Beer SAM Stock Holding History

Ares Financial Consulting’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.77K Hold
10
– – ﹤0.01% 911
2026
Q1 		$2.35K Hold
10
– – ﹤0.01% 816
2025
Q4 		$1.95K Buy
+10
New +$2.06K ﹤0.01% 664

Other funds holding SAM

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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
SFCM
Savoir Faire Capital Management Norwalk, Connecticut $161M AUM 3.8% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Ares Financial Consulting held its Boston Beer (SAM) position steady in Q2 2026 at 10 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Ares Financial Consulting first reported a position in SAM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.35K in Q1 2026. 123 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Ares Financial Consulting held 10 shares of Boston Beer worth $1.77K as of Q2 2026.
  • Ares Financial Consulting left its Boston Beer share count unchanged in Q2 2026.
  • Boston Beer made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #911 holding.
  • Ares Financial Consulting first reported a position in Boston Beer in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Boston Beer position peaked at $2.35K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

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