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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
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

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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

Dynamic Advisor Solutions's ARES Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Ares Management (ARES) stake by 12% in Q2 2026, buying an estimated $702K and bringing the position to 53,717 shares worth $5.98M. The position accounts for 0.17% of the portfolio, ranked #140.

Dynamic Advisor Solutions first reported a position in ARES in Q2 2020 and has held it in 14 quarters since. The position peaked at $8M in Q4 2024. 96 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Dynamic Advisor Solutions held 53,717 shares of Ares Management worth $5.98M as of Q2 2026.
  • Dynamic Advisor Solutions bought 5,853 Ares Management shares in Q2 2026, an estimated $702K.
  • Ares Management made up 0.17% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #140 holding.
  • Dynamic Advisor Solutions first reported a position in Ares Management in Q2 2020 and has held it in 14 quarters since.
  • Dynamic Advisor Solutions's Ares Management position peaked at $8M in Q4 2024.
  • 96 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.