KWMG LLC’s Ares Management ARES Stock Holding History

KWMG LLC’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	$446K	Hold	3,842	–	–	0.03%	118
2026 Q2	$428K	Hold	3,842	–	–	0.03%	124
2026 Q1	$419K	Hold	3,842	–	–	0.04%	125
2025 Q4	$621K	Sell	3,842 -49	-1%	-$7.63K	0.05%	114
2025 Q3	$622K	Buy	3,891 +7	+0.2%	+$1.26K	0.05%	115
2025 Q2	$673K	Buy	3,884 +42	+1%	+$6.64K	0.06%	112
2025 Q1	$563K	Hold	3,842	–	–	0.06%	114
2024 Q4	$680K	Hold	3,842	–	–	0.07%	108
2024 Q3	$599K	Hold	3,842	–	–	0.06%	112
2024 Q2	$512K	Hold	3,842	–	–	0.06%	114
2024 Q1	$511K	Hold	3,842	–	–	0.06%	109
2023 Q4	$457K	Hold	3,842	–	–	0.05%	112
2023 Q3	$395K	Hold	3,842	–	–	0.05%	113
2023 Q2	$370K	Hold	3,842	–	–	0.05%	122
2023 Q1	$321K	Hold	3,842	–	–	0.04%	126
2022 Q4	$263K	Hold	3,842	–	–	0.04%	131
2022 Q3	$238K	Hold	3,842	–	–	0.04%	132
2022 Q2	$218K	Hold	3,842	–	–	0.03%	135
2022 Q1	$312K	Hold	3,842	–	–	0.04%	128
2021 Q4	$312K	Hold	3,842	–	–	0.04%	133
2021 Q3	$284K	Hold	3,842	–	–	0.04%	131
2021 Q2	$246K	Hold	3,842	–	–	0.04%	134
2021 Q1	$215K	Buy	+3,842	New	+$193K	0.03%	139
2019 Q2	–	Sell	-4,245	Closed	-$99K	–	132
2019 Q1	$99K	Hold	4,245	–	–	0.02%	134
2018 Q4	$75K	Buy	+4,245	New	+$89K	0.02%	143

Other funds holding ARES

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

MILFAM LLC Stuart, Florida $145M AUM

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

KWMG LLC's ARES Position: Q3 2026 in Review

KWMG LLC held its Ares Management (ARES) position steady in Q3 2026 at 3,842 shares worth $446K. The position accounts for 0.03% of the portfolio, ranked #118.

KWMG LLC first reported a position in ARES in Q4 2018 and has held it in 25 quarters since. The position peaked at $680K in Q4 2024. 48 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

KWMG LLC held 3,842 shares of Ares Management worth $446K as of Q3 2026.
KWMG LLC left its Ares Management share count unchanged in Q3 2026.
Ares Management made up 0.03% of KWMG LLC's portfolio in Q3 2026, its #118 holding.
KWMG LLC first reported a position in Ares Management in Q4 2018 and has held it in 25 quarters since.
KWMG LLC's Ares Management position peaked at $680K in Q4 2024.
48 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.