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Valeo Financial Advisors’s Ares Management ARES Stock Holding History

Valeo Financial Advisors’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 		$1.61M Buy
13,861
+61
+0.4% +$7.97K 0.03% 216
2026
Q2 		$1.54M Buy
13,800
+857
+7% +$103K 0.03% 230
2026
Q1 		$1.41M Sell
12,943
-267
-2% -$35.4K 0.03% 212
2025
Q4 		$2.14M Sell
13,210
-181
-1% -$28.2K 0.05% 166
2025
Q3 		$2.14M Sell
13,391
-12
-0.1% -$2.17K 0.05% 160
2025
Q2 		$2.32M Buy
13,403
+103
+0.8% +$16.3K 0.06% 154
2025
Q1 		$1.95M Buy
13,300
+65
+0.5% +$11.2K 0.05% 161
2024
Q4 		$2.34M Buy
13,235
+45
+0.3% +$7.68K 0.07% 132
2024
Q3 		$2.06M Buy
13,190
+23
+0.2% +$3.34K 0.06% 153
2024
Q2 		$1.75M Buy
13,167
+13
+0.1% +$1.77K 0.05% 164
2024
Q1 		$1.79M Buy
13,154
+3
+0% +$383 0.06% 159
2023
Q4 		$1.56M Buy
13,151
+31
+0.2% +$3.37K 0.06% 164
2023
Q3 		$1.35M Buy
13,120
+3
+0% +$303 0.06% 165
2023
Q2 		$1.26M Sell
13,117
-4,008
-23% -$346K 0.06% 175
2023
Q1 		$1.43M Buy
17,125
+231
+1% +$18.4K 0.07% 167
2022
Q4 		$1.16M Buy
16,894
+465
+3% +$33.5K 0.06% 170
2022
Q3 		$1.02M Buy
16,429
+30
+0.2% +$2.1K 0.06% 159
2022
Q2 		$932K Sell
16,399
-232
-1% -$16K 0.06% 171
2022
Q1 		$1.35M Buy
16,631
+377
+2% +$29K 0.07% 167
2021
Q4 		$1.32M Sell
16,254
-365
-2% -$29.7K 0.07% 152
2021
Q3 		$1.23M Buy
16,619
+12,050
+264% +$868K 0.07% 158
2021
Q2 		$291K Hold
4,569
– – 0.02% 362
2021
Q1 		$256K Hold
4,569
– – 0.01% 385
2020
Q4 		$215K Hold
4,569
– – 0.01% 403
2020
Q3 		$185K Hold
4,569
– – 0.02% 345
2020
Q2 		$181K Buy
+4,569
New +$161K 0.02% 341

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

Valeo Financial Advisors's ARES Position: Q3 2026 in Review

Valeo Financial Advisors increased its Ares Management (ARES) stake by 0.44% in Q3 2026, buying an estimated $7.97K and bringing the position to 13,861 shares worth $1.61M. The position accounts for 0.03% of the portfolio, ranked #216.

Valeo Financial Advisors first reported a position in ARES in Q2 2020 and has held it in 26 quarters since. The position peaked at $2.34M in Q4 2024. 35 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Valeo Financial Advisors held 13,861 shares of Ares Management worth $1.61M as of Q3 2026.
  • Valeo Financial Advisors bought 61 Ares Management shares in Q3 2026, an estimated $7.97K.
  • Ares Management made up 0.03% of Valeo Financial Advisors's portfolio in Q3 2026, its #216 holding.
  • Valeo Financial Advisors first reported a position in Ares Management in Q2 2020 and has held it in 26 quarters since.
  • Valeo Financial Advisors's Ares Management position peaked at $2.34M in Q4 2024.
  • 35 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.