Capital Advisors Ltd
ARES icon

Capital Advisors Ltd’s Ares Management ARES Stock Holding History

Capital Advisors Ltd’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 		$13K Buy
112
+71
+173% +$9.28K ﹤0.01% 807
2026
Q2 		$5K Hold
41
– – ﹤0.01% 954
2026
Q1 		$4K Buy
41
+2
+5% +$265 ﹤0.01% 978
2025
Q4 		$6K Hold
39
– – ﹤0.01% 897
2025
Q3 		$6K Hold
39
– – ﹤0.01% 877
2025
Q2 		$7K Sell
39
-51
-57% -$8.06K ﹤0.01% 854
2025
Q1 		$13K Hold
90
– – ﹤0.01% 703
2024
Q4 		$16K Hold
90
– – ﹤0.01% 653
2024
Q3 		$14K Sell
90
-2
-2% -$290 ﹤0.01% 692
2024
Q2 		$12K Buy
92
+48
+109% +$6.56K ﹤0.01% 703
2024
Q1 		$6K Buy
44
+5
+13% +$639 ﹤0.01% 822
2023
Q4 		$5K Hold
39
– – ﹤0.01% 812
2023
Q3 		$4K Hold
39
– – ﹤0.01% 857
2023
Q2 		$4K Hold
39
– – ﹤0.01% 864
2023
Q1 		$3K Sell
39
-1
-3% -$80 ﹤0.01% 789
2022
Q4 		$3K Buy
40
+16
+67% +$1.15K ﹤0.01% 747
2022
Q3 		$1K Buy
+24
New +$1.68K ﹤0.01% 956
2022
Q1 		– Sell
-5
Closed – – 898
2021
Q4 		$0 Buy
+5
New +$407 ﹤0.01% 806

Other funds holding ARES

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
ICG Advisors
ICG Advisors Los Angeles, California $136M AUM 28.28% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Capital Advisors Ltd's ARES Position: Q3 2026 in Review

Capital Advisors Ltd increased its Ares Management (ARES) stake by 173% in Q3 2026, buying an estimated $9.28K and bringing the position to 112 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Capital Advisors Ltd first reported a position in ARES in Q4 2021 and has held it in 18 quarters since. The position peaked at $16K in Q4 2024. 447 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Capital Advisors Ltd held 112 shares of Ares Management worth $13K as of Q3 2026.
  • Capital Advisors Ltd bought 71 Ares Management shares in Q3 2026, an estimated $9.28K.
  • Ares Management made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #807 holding.
  • Capital Advisors Ltd first reported a position in Ares Management in Q4 2021 and has held it in 18 quarters since.
  • Capital Advisors Ltd's Ares Management position peaked at $16K in Q4 2024.
  • 447 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.