SCI
ARES icon

Stableford Capital II’s Ares Management ARES Stock Holding History

Stableford Capital II’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 		$1.35M Sell
11,623
-166
-1% -$21.7K 0.47% 49
2026
Q2 		$1.31M Sell
11,789
-198
-2% -$23.8K 0.45% 53
2026
Q1 		$1.31M Buy
+11,987
New +$1.59M 0.49% 56

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
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
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Stableford Capital II's ARES Position: Q3 2026 in Review

Stableford Capital II reduced its Ares Management (ARES) stake by 1.4% in Q3 2026, selling an estimated $21.7K and leaving 11,623 shares worth $1.35M. The position accounts for 0.47% of the portfolio, ranked #49.

Stableford Capital II first reported a position in ARES in Q1 2026 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Stableford Capital II held 11,623 shares of Ares Management worth $1.35M as of Q3 2026.
  • Stableford Capital II sold 166 Ares Management shares in Q3 2026, an estimated $21.7K.
  • Ares Management made up 0.47% of Stableford Capital II's portfolio in Q3 2026, its #49 holding.
  • Stableford Capital II first reported a position in Ares Management in Q1 2026 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Stableford Capital II's 13F filing for Q3 2026, filed 9 Oct 2026.