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CX Institutional’s Ares Management ARES Stock Holding History

CX Institutional’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 		$191K Buy
1,720
+1,357
+374% +$163K 0.01% 750
2026
Q1 		$40K Buy
363
+173
+91% +$23K ﹤0.01% 1005
2025
Q4 		$31K Buy
+190
New +$29.6K ﹤0.01% 1045

Other funds holding ARES

LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CX Institutional's ARES Position: Q2 2026 in Review

CX Institutional increased its Ares Management (ARES) stake by 374% in Q2 2026, buying an estimated $163K and bringing the position to 1,720 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #750.

CX Institutional first reported a position in ARES in Q4 2025 and has held it in 3 quarters since. 137 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • CX Institutional held 1,720 shares of Ares Management worth $191K as of Q2 2026.
  • CX Institutional bought 1,357 Ares Management shares in Q2 2026, an estimated $163K.
  • Ares Management made up 0.01% of CX Institutional's portfolio in Q2 2026, its #750 holding.
  • CX Institutional first reported a position in Ares Management in Q4 2025 and has held it in 3 quarters since.
  • 137 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.