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Farther Finance Advisors’s Ares Management ARES Stock Holding History

Farther Finance Advisors’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 		$1.11M Buy
9,568
+337
+4% +$44K 0.01% 1063
2026
Q2 		$1.02M Buy
9,231
+1,527
+20% +$183K 0.01% 1093
2026
Q1 		$815K Buy
7,704
+1,398
+22% +$185K 0.01% 1105
2025
Q4 		$1.02M Buy
6,306
+494
+8% +$77K 0.01% 879
2025
Q3 		$929K Buy
5,812
+227
+4% +$40.9K 0.01% 762
2025
Q2 		$967K Sell
5,585
-426
-7% -$67.4K 0.02% 600
2025
Q1 		$898K Buy
6,011
+5
+0.1% +$864 0.02% 553
2024
Q4 		$1.06M Buy
6,006
+400
+7% +$68.3K 0.04% 355
2024
Q3 		$874K Buy
5,606
+1,042
+23% +$151K 0.03% 390
2024
Q2 		$622K Sell
4,564
-168
-4% -$22.9K 0.03% 408
2024
Q1 		$626K Sell
4,732
-8,762
-65% -$1.12M 0.04% 341
2023
Q4 		$1.6M Buy
13,494
+11,222
+494% +$1.22M 0.12% 163
2023
Q3 		$234K Buy
2,272
+2,259
+17,377% +$228K 0.04% 350
2023
Q2 		$1.25K Hold
13
– – ﹤0.01% 1903
2023
Q1 		$1.08K Hold
13
– – ﹤0.01% 1824
2022
Q4 		$890 Buy
+13
New +$938 ﹤0.01% 1679

Other funds holding ARES

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Farther Finance Advisors's ARES Position: Q3 2026 in Review

Farther Finance Advisors increased its Ares Management (ARES) stake by 3.7% in Q3 2026, buying an estimated $44K and bringing the position to 9,568 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #1063.

Farther Finance Advisors first reported a position in ARES in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.6M in Q4 2023. 35 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Farther Finance Advisors held 9,568 shares of Ares Management worth $1.11M as of Q3 2026.
  • Farther Finance Advisors bought 337 Ares Management shares in Q3 2026, an estimated $44K.
  • Ares Management made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1063 holding.
  • Farther Finance Advisors first reported a position in Ares Management in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Ares Management position peaked at $1.6M in Q4 2023.
  • 35 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.