Meriwether Wealth & Planning’s Ares Management ARES Stock Holding History

Meriwether Wealth & Planning’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	$2.44K	Buy	+21	New	+$2.74K	﹤0.01%	615

Other funds holding ARES

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

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

ICG Advisors Los Angeles, California $136M AUM 28.28% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Meriwether Wealth & Planning's ARES Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Ares Management (ARES) in Q3 2026: 21 shares worth $2.44K. The stake represents ﹤0.01% of the portfolio and ranks #615 among its holdings.

247 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

Meriwether Wealth & Planning held 21 shares of Ares Management worth $2.44K as of Q3 2026.
Ares Management was a new Meriwether Wealth & Planning position in Q3 2026.
Ares Management made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #615 holding.
247 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.