EFG
ARES icon

Everhart Financial Group’s Ares Management ARES Stock Holding History

Everhart Financial Group’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 		$672K Buy
6,033
+568
+10% +$68.1K 0.04% 231
2026
Q1 		$596K Sell
5,465
-1,496
-21% -$198K 0.05% 239
2025
Q4 		$1.13M Buy
6,961
+770
+12% +$120K 0.1% 137
2025
Q3 		$990K Buy
6,191
+913
+17% +$165K 0.1% 142
2025
Q2 		$914K Sell
5,278
-284
-5% -$44.9K 0.11% 128
2025
Q1 		$815K Buy
5,562
+100
+2% +$17.3K 0.11% 134
2024
Q4 		$967K Buy
5,462
+322
+6% +$54.9K 0.2% 101
2024
Q3 		$801K Buy
5,140
+803
+19% +$117K 0.18% 129
2024
Q2 		$578K Buy
4,337
+751
+21% +$103K 0.15% 142
2024
Q1 		$477K Buy
3,586
+467
+15% +$59.7K 0.14% 153
2023
Q4 		$371K Buy
3,119
+338
+12% +$36.7K 0.13% 145
2023
Q3 		$286K Buy
2,781
+233
+9% +$23.6K 0.12% 157
2023
Q2 		$246K Buy
+2,548
New +$220K 0.1% 178

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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 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

Everhart Financial Group's ARES Position: Q2 2026 in Review

Everhart Financial Group increased its Ares Management (ARES) stake by 10% in Q2 2026, buying an estimated $68.1K and bringing the position to 6,033 shares worth $672K. The position accounts for 0.04% of the portfolio, ranked #231.

Everhart Financial Group first reported a position in ARES in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.13M in Q4 2025. 96 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Everhart Financial Group held 6,033 shares of Ares Management worth $672K as of Q2 2026.
  • Everhart Financial Group bought 568 Ares Management shares in Q2 2026, an estimated $68.1K.
  • Ares Management made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #231 holding.
  • Everhart Financial Group first reported a position in Ares Management in Q2 2023 and has held it in 13 quarters since.
  • Everhart Financial Group's Ares Management position peaked at $1.13M in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.