Certior Financial Group
ARES icon

Certior Financial Group’s Ares Management ARES Stock Holding History

Certior Financial Group’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 		$599K Sell
5,152
-25
-0.5% -$3.27K 0.32% 60
2026
Q2 		$576K Buy
5,177
+2,101
+68% +$252K 0.32% 62
2026
Q1 		$336K Buy
3,076
+127
+4% +$16.8K 0.21% 94
2025
Q4 		$477K Buy
2,949
+187
+7% +$29.1K 0.32% 60
2025
Q3 		$442K Sell
2,762
-162
-6% -$29.2K 0.29% 72
2025
Q2 		$506K Buy
2,924
+3
+0.1% +$474 0.38% 57
2025
Q1 		$428K Buy
2,921
+21
+0.7% +$3.63K 0.35% 63
2024
Q4 		$513K Buy
+2,900
New +$495K 0.44% 54

Other funds holding ARES

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Certior Financial Group's ARES Position: Q3 2026 in Review

Certior Financial Group reduced its Ares Management (ARES) stake by 0.48% in Q3 2026, selling an estimated $3.27K and leaving 5,152 shares worth $599K. The position accounts for 0.32% of the portfolio, ranked #60.

Certior Financial Group first reported a position in ARES in Q4 2024 and has held it in 8 quarters since. 329 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Certior Financial Group held 5,152 shares of Ares Management worth $599K as of Q3 2026.
  • Certior Financial Group sold 25 Ares Management shares in Q3 2026, an estimated $3.27K.
  • Ares Management made up 0.32% of Certior Financial Group's portfolio in Q3 2026, its #60 holding.
  • Certior Financial Group first reported a position in Ares Management in Q4 2024 and has held it in 8 quarters since.
  • 329 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Certior Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.