Cox Capital Management
ARES icon

Cox Capital Management’s Ares Management ARES Stock Holding History

Cox Capital Management’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 		$1.98M Sell
17,008
-65
-0.4% -$8.49K 1.11% 30
2026
Q2 		$1.9M Buy
17,073
+10,702
+168% +$1.28M 1.06% 29
2026
Q1 		$695K Sell
6,371
-1,516
-19% -$201K 0.46% 55
2025
Q4 		$1.33M Buy
+7,887
New +$1.23M 0.83% 34

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vulcan Value Partners
Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 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

Cox Capital Management's ARES Position: Q3 2026 in Review

Cox Capital Management reduced its Ares Management (ARES) stake by 0.38% in Q3 2026, selling an estimated $8.49K and leaving 17,008 shares worth $1.98M. The position accounts for 1.11% of the portfolio, ranked #30.

Cox Capital Management first reported a position in ARES in Q4 2025 and has held it in 4 quarters since. 455 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Cox Capital Management held 17,008 shares of Ares Management worth $1.98M as of Q3 2026.
  • Cox Capital Management sold 65 Ares Management shares in Q3 2026, an estimated $8.49K.
  • Ares Management made up 1.11% of Cox Capital Management's portfolio in Q3 2026, its #30 holding.
  • Cox Capital Management first reported a position in Ares Management in Q4 2025 and has held it in 4 quarters since.
  • 455 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Cox Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.