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Buttonwood Financial Advisors’s Ares Management ARES Stock Holding History

Buttonwood Financial Advisors’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
Q2 		$222K Hold
1,991
– – 0.07% 109
2026
Q1 		$217K Sell
1,991
-226
-10% -$30K 0.07% 106
2025
Q4 		$358K Hold
2,217
– – 0.12% 89
2025
Q3 		$355K Hold
2,217
– – 0.12% 86
2025
Q2 		$384K Sell
2,217
-60
-3% -$9.49K 0.15% 80
2025
Q1 		$334K Sell
2,277
-435
-16% -$75.2K 0.15% 78
2024
Q4 		$480K Hold
2,712
– – 0.21% 73
2024
Q3 		$423K Sell
2,712
-111
-4% -$16.1K 0.18% 76
2024
Q2 		$376K Sell
2,823
-670
-19% -$91.5K 0.18% 79
2024
Q1 		$465K Sell
3,493
-319
-8% -$40.7K 0.22% 75
2023
Q4 		$453K Sell
3,812
-170
-4% -$18.5K 0.25% 75
2023
Q3 		$410K Hold
3,982
– – 0.26% 74
2023
Q2 		$384K Hold
3,982
– – 0.24% 74
2023
Q1 		$332K Hold
3,982
– – 0.26% 63
2022
Q4 		$273K Hold
3,982
– – 0.23% 67
2022
Q3 		$250K Hold
3,982
– – 0.23% 64
2022
Q2 		$226K Buy
3,982
+600
+18% +$41.5K 0.2% 67
2022
Q1 		$275K Buy
+3,382
New +$260K 0.25% 60

Other funds holding ARES

LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Buttonwood Financial Advisors's ARES Position: Q2 2026 in Review

Buttonwood Financial Advisors held its Ares Management (ARES) position steady in Q2 2026 at 1,991 shares worth $222K. The position accounts for 0.07% of the portfolio, ranked #109.

Buttonwood Financial Advisors first reported a position in ARES in Q1 2022 and has held it in 18 quarters since. The position peaked at $480K in Q4 2024. 136 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Buttonwood Financial Advisors held 1,991 shares of Ares Management worth $222K as of Q2 2026.
  • Buttonwood Financial Advisors left its Ares Management share count unchanged in Q2 2026.
  • Ares Management made up 0.07% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #109 holding.
  • Buttonwood Financial Advisors first reported a position in Ares Management in Q1 2022 and has held it in 18 quarters since.
  • Buttonwood Financial Advisors's Ares Management position peaked at $480K in Q4 2024.
  • 136 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.