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Atwood & Palmer’s Ares Management ARES Stock Holding History

Atwood & Palmer’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.4K Hold
107
– – ﹤0.01% 383
2026
Q2 		$11.9K Hold
107
– – ﹤0.01% 365
2026
Q1 		$11.7K Hold
107
– – ﹤0.01% 367
2025
Q4 		$17.3K Hold
107
– – ﹤0.01% 335
2025
Q3 		$17.1K Hold
107
– – ﹤0.01% 343
2025
Q2 		$18.5K Hold
107
– – ﹤0.01% 329
2025
Q1 		$15.7K Hold
107
– – ﹤0.01% 306
2024
Q4 		$18.9K Buy
+107
New +$18.3K ﹤0.01% 293

Other funds holding ARES

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return

Atwood & Palmer's ARES Position: Q3 2026 in Review

Atwood & Palmer held its Ares Management (ARES) position steady in Q3 2026 at 107 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Atwood & Palmer first reported a position in ARES in Q4 2024 and has held it in 8 quarters since. The position peaked at $18.9K in Q4 2024. 35 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Atwood & Palmer held 107 shares of Ares Management worth $12.4K as of Q3 2026.
  • Atwood & Palmer left its Ares Management share count unchanged in Q3 2026.
  • Ares Management made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #383 holding.
  • Atwood & Palmer first reported a position in Ares Management in Q4 2024 and has held it in 8 quarters since.
  • Atwood & Palmer's Ares Management position peaked at $18.9K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.