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Compagnie Lombard Odier SCmA’s Ares Management ARES Stock Holding History

Compagnie Lombard Odier SCmA’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 		$96.8K Hold
870
– – ﹤0.01% 325
2026
Q1 		$94.9K Hold
870
– – ﹤0.01% 296
2025
Q4 		$141K Sell
870
-34
-4% -$5.3K ﹤0.01% 279
2025
Q3 		$145K Buy
904
+34
+4% +$6.13K ﹤0.01% 273
2025
Q2 		$151K Hold
870
– – ﹤0.01% 258
2025
Q1 		$128K Buy
+870
New +$150K ﹤0.01% 282

Other funds holding ARES

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Compagnie Lombard Odier SCmA's ARES Position: Q2 2026 in Review

Compagnie Lombard Odier SCmA held its Ares Management (ARES) position steady in Q2 2026 at 870 shares worth $96.8K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Compagnie Lombard Odier SCmA first reported a position in ARES in Q1 2025 and has held it in 6 quarters since. The position peaked at $151K in Q2 2025. 340 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Compagnie Lombard Odier SCmA held 870 shares of Ares Management worth $96.8K as of Q2 2026.
  • Compagnie Lombard Odier SCmA left its Ares Management share count unchanged in Q2 2026.
  • Ares Management made up ﹤0.01% of Compagnie Lombard Odier SCmA's portfolio in Q2 2026, its #325 holding.
  • Compagnie Lombard Odier SCmA first reported a position in Ares Management in Q1 2025 and has held it in 6 quarters since.
  • Compagnie Lombard Odier SCmA's Ares Management position peaked at $151K in Q2 2025.
  • 340 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q2 2026, filed 29 Jul 2026.