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Trust Company’s Ares Management ARES Stock Holding History

Trust Company’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 		$465 Hold
4
– – ﹤0.01% 764
2026
Q2 		$445 Hold
4
– – ﹤0.01% 787
2026
Q1 		$436 Hold
4
– – ﹤0.01% 750
2025
Q4 		$647 Buy
+4
New +$623 ﹤0.01% 618

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

Trust Company's ARES Position: Q3 2026 in Review

Trust Company held its Ares Management (ARES) position steady in Q3 2026 at 4 shares worth $465. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Trust Company first reported a position in ARES in Q4 2025 and has held it in 4 quarters since. The position peaked at $647 in Q4 2025. 35 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Trust Company held 4 shares of Ares Management worth $465 as of Q3 2026.
  • Trust Company left its Ares Management share count unchanged in Q3 2026.
  • Ares Management made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #764 holding.
  • Trust Company first reported a position in Ares Management in Q4 2025 and has held it in 4 quarters since.
  • Trust Company's Ares Management position peaked at $647 in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.