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MJT & Associates Financial Advisory’s Ares Management ARES Stock Holding History

MJT & Associates Financial Advisory’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 		– Sell
-9
Closed -$1K – 442
2026
Q2 		$1K Buy
+9
New +$1.08K ﹤0.01% 424

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

MJT & Associates Financial Advisory's ARES Position: Q3 2026 in Review

MJT & Associates Financial Advisory sold out of Ares Management (ARES) in Q3 2026, closing a stake of 9 shares — an estimated $1K sold.

MJT & Associates Financial Advisory first reported a position in ARES in Q2 2026 and held it in 1 quarter. The position peaked at $1K in Q2 2026. 35 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • MJT & Associates Financial Advisory reported no remaining Ares Management position as of Q3 2026 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 9 Ares Management shares in Q3 2026, an estimated $1K.
  • MJT & Associates Financial Advisory first reported a position in Ares Management in Q2 2026 and held it in 1 quarter.
  • MJT & Associates Financial Advisory's Ares Management position peaked at $1K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.