Coastwise Capital Group’s Ares Management ARES Stock Holding History

Coastwise Capital 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 Q2	$238K	Buy	+2,134	New	+$256K	0.14%	125

Other funds holding ARES

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Coastwise Capital Group's ARES Position: Q2 2026 in Review

Coastwise Capital Group opened a new position in Ares Management (ARES) in Q2 2026: 2,134 shares worth $238K. The stake represents 0.14% of the portfolio and ranks #125 among its holdings.

124 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Coastwise Capital Group held 2,134 shares of Ares Management worth $238K as of Q2 2026.
Ares Management was a new Coastwise Capital Group position in Q2 2026.
Ares Management made up 0.14% of Coastwise Capital Group's portfolio in Q2 2026, its #125 holding.
124 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.