CX Institutional
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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
Q3 		$241K Buy
2,077
+357
+21% +$46.6K 0.01% 695
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

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
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

CX Institutional's ARES Position: Q3 2026 in Review

CX Institutional increased its Ares Management (ARES) stake by 21% in Q3 2026, buying an estimated $46.6K and bringing the position to 2,077 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #695.

CX Institutional first reported a position in ARES in Q4 2025 and has held it in 4 quarters since. 141 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • CX Institutional held 2,077 shares of Ares Management worth $241K as of Q3 2026.
  • CX Institutional bought 357 Ares Management shares in Q3 2026, an estimated $46.6K.
  • Ares Management made up 0.01% of CX Institutional's portfolio in Q3 2026, its #695 holding.
  • CX Institutional first reported a position in Ares Management in Q4 2025 and has held it in 4 quarters since.
  • 141 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.