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Grove Bank & Trust’s Ares Management ARES Stock Holding History

Grove Bank & Trust’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 		$3.14K Hold
27
– – ﹤0.01% 806
2026
Q2 		$3K Sell
27
-54
-67% -$6.48K ﹤0.01% 778
2026
Q1 		$8.84K Buy
81
+27
+50% +$3.58K ﹤0.01% 641
2025
Q4 		$8.73K Buy
+54
New +$8.41K ﹤0.01% 656

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Grove Bank & Trust's ARES Position: Q3 2026 in Review

Grove Bank & Trust held its Ares Management (ARES) position steady in Q3 2026 at 27 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Grove Bank & Trust first reported a position in ARES in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.84K in Q1 2026. 35 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Grove Bank & Trust held 27 shares of Ares Management worth $3.14K as of Q3 2026.
  • Grove Bank & Trust left its Ares Management share count unchanged in Q3 2026.
  • Ares Management made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #806 holding.
  • Grove Bank & Trust first reported a position in Ares Management in Q4 2025 and has held it in 4 quarters since.
  • Grove Bank & Trust's Ares Management position peaked at $8.84K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.