Dynamic Advisor Solutions
ARES icon

Dynamic Advisor Solutions’s Ares Management ARES Stock Holding History

Dynamic Advisor Solutions’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 		$6.41M Buy
55,192
+1,475
+3% +$193K 0.18% 123
2026
Q2 		$5.98M Buy
53,717
+5,853
+12% +$702K 0.17% 140
2026
Q1 		$5.22M Buy
47,864
+3,368
+8% +$447K 0.16% 139
2025
Q4 		$7.19M Sell
44,496
-157
-0.4% -$24.5K 0.23% 94
2025
Q3 		$7.14M Sell
44,653
-90
-0.2% -$16.2K 0.21% 110
2025
Q2 		$7.75M Buy
44,743
+384
+0.9% +$60.7K 0.24% 98
2025
Q1 		$6.5M Sell
44,359
-827
-2% -$143K 0.21% 112
2024
Q4 		$8M Sell
45,186
-1,562
-3% -$267K 0.35% 68
2024
Q3 		$7.29M Sell
46,748
-220
-0.5% -$31.9K 0.22% 112
2024
Q2 		$6.26M Sell
46,968
-329
-0.7% -$44.9K 0.2% 125
2024
Q1 		$6.29M Buy
47,297
+1,664
+4% +$213K 0.21% 126
2023
Q4 		$5.34M Buy
45,633
+41,760
+1,078% +$4.53M 0.2% 147
2023
Q3 		$398K Sell
3,873
-203
-5% -$20.5K 0.02% 576
2023
Q2 		$393K Buy
+4,076
New +$352K 0.02% 565
2020
Q3 		– Sell
-5,303
Closed -$211K – 620
2020
Q2 		$211K Buy
+5,303
New +$187K 0.03% 467

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
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dynamic Advisor Solutions's ARES Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Ares Management (ARES) stake by 2.7% in Q3 2026, buying an estimated $193K and bringing the position to 55,192 shares worth $6.41M. The position accounts for 0.18% of the portfolio, ranked #123.

Dynamic Advisor Solutions first reported a position in ARES in Q2 2020 and has held it in 15 quarters since. The position peaked at $8M in Q4 2024. 106 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Dynamic Advisor Solutions held 55,192 shares of Ares Management worth $6.41M as of Q3 2026.
  • Dynamic Advisor Solutions bought 1,475 Ares Management shares in Q3 2026, an estimated $193K.
  • Ares Management made up 0.18% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #123 holding.
  • Dynamic Advisor Solutions first reported a position in Ares Management in Q2 2020 and has held it in 15 quarters since.
  • Dynamic Advisor Solutions's Ares Management position peaked at $8M in Q4 2024.
  • 106 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.