Rossby Financial
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Rossby Financial’s Ares Management ARES Stock Holding History

Rossby Financial’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 		$20.7K Buy
178
+85
+91% +$11.1K ﹤0.01% 1242
2026
Q2 		$10.4K Buy
93
+11
+13% +$1.32K ﹤0.01% 1162
2026
Q1 		$8.68K Buy
82
+40
+95% +$5.31K ﹤0.01% 1307
2025
Q4 		$6.79K Buy
42
+20
+91% +$3.12K ﹤0.01% 1035
2025
Q3 		$3.39K Hold
22
– – ﹤0.01% 1047
2025
Q2 		$3.81K Buy
+22
New +$3.48K ﹤0.01% 944

Other funds holding ARES

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
ICG Advisors
ICG Advisors Los Angeles, California $136M AUM 28.28% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Rossby Financial's ARES Position: Q3 2026 in Review

Rossby Financial increased its Ares Management (ARES) stake by 91% in Q3 2026, buying an estimated $11.1K and bringing the position to 178 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Rossby Financial first reported a position in ARES in Q2 2025 and has held it in 6 quarters since. 355 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Rossby Financial held 178 shares of Ares Management worth $20.7K as of Q3 2026.
  • Rossby Financial bought 85 Ares Management shares in Q3 2026, an estimated $11.1K.
  • Ares Management made up ﹤0.01% of Rossby Financial's portfolio in Q3 2026, its #1242 holding.
  • Rossby Financial first reported a position in Ares Management in Q2 2025 and has held it in 6 quarters since.
  • 355 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.