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Burkett Financial Services’s Ares Management ARES Stock Holding History

Burkett Financial Services’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 		$22.6K Buy
194
+146
+304% +$19.1K 0.01% 237
2026
Q2 		$5.41K Buy
+48
New +$5.76K ﹤0.01% 203

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

Burkett Financial Services's ARES Position: Q3 2026 in Review

Burkett Financial Services increased its Ares Management (ARES) stake by 304% in Q3 2026, buying an estimated $19.1K and bringing the position to 194 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #237.

Burkett Financial Services first reported a position in ARES in Q2 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Burkett Financial Services held 194 shares of Ares Management worth $22.6K as of Q3 2026.
  • Burkett Financial Services bought 146 Ares Management shares in Q3 2026, an estimated $19.1K.
  • Ares Management made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #237 holding.
  • Burkett Financial Services first reported a position in Ares Management in Q2 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.