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Merit Financial Group’s Ares Management ARES Stock Holding History

Merit 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 		$439K Sell
3,944
-1,212
-24% -$145K ﹤0.01% 1572
2026
Q1 		$563K Buy
5,156
+3,760
+269% +$499K ﹤0.01% 1310
2025
Q4 		$226K Buy
+1,396
New +$217K ﹤0.01% 1748

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Merit Financial Group reduced its Ares Management (ARES) stake by 24% in Q2 2026, selling an estimated $145K and leaving 3,944 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

Merit Financial Group first reported a position in ARES in Q4 2025 and has held it in 3 quarters since. The position peaked at $563K in Q1 2026. 137 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Merit Financial Group held 3,944 shares of Ares Management worth $439K as of Q2 2026.
  • Merit Financial Group sold 1,212 Ares Management shares in Q2 2026, an estimated $145K.
  • Ares Management made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1572 holding.
  • Merit Financial Group first reported a position in Ares Management in Q4 2025 and has held it in 3 quarters since.
  • Merit Financial Group's Ares Management position peaked at $563K in Q1 2026.
  • 137 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.