AFC
SG icon

Ares Financial Consulting’s Sweetgreen SG Stock Holding History

Ares Financial Consulting’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.4K Hold
3,000
– – 0.02% 356
2026
Q1 		$16.2K Hold
3,000
– – 0.01% 442
2025
Q4 		$20.3K Buy
+3,000
New +$20.6K 0.02% 257

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

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

Ares Financial Consulting held its Sweetgreen (SG) position steady in Q2 2026 at 3,000 shares worth $26.4K. The position accounts for 0.02% of the portfolio, ranked #356.

Ares Financial Consulting first reported a position in SG in Q4 2025 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Ares Financial Consulting held 3,000 shares of Sweetgreen worth $26.4K as of Q2 2026.
  • Ares Financial Consulting left its Sweetgreen share count unchanged in Q2 2026.
  • Sweetgreen made up 0.02% of Ares Financial Consulting's portfolio in Q2 2026, its #356 holding.
  • Ares Financial Consulting first reported a position in Sweetgreen in Q4 2025 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

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