Wedmont Private Capital’s Ares Management ARES Stock Holding History

Wedmont Private Capital’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	$336K	Buy	2,894 +420	+17%	+$54.9K	0.01%	728
2026 Q2	$301K	Buy	+2,474	New	+$297K	0.01%	736
2026 Q1	–	Sell	-1,513	Closed	-$258K	–	841
2025 Q4	$258K	Sell	1,513 -6	-0.4%	-$935	0.01%	688
2025 Q3	$226K	Buy	1,519 +96	+7%	+$17.3K	0.01%	709
2025 Q2	$252K	Buy	+1,423	New	+$225K	0.01%	645
2025 Q1	–	Sell	-1,310	Closed	-$229K	–	703
2024 Q4	$229K	Sell	1,310 -164	-11%	-$28K	0.01%	624
2024 Q3	$237K	Buy	+1,474	New	+$214K	0.01%	582

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

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

Wedmont Private Capital's ARES Position: Q3 2026 in Review

Wedmont Private Capital increased its Ares Management (ARES) stake by 17% in Q3 2026, buying an estimated $54.9K and bringing the position to 2,894 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #728.

Wedmont Private Capital first reported a position in ARES in Q3 2024 and has held it in 7 quarters since. 35 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

Wedmont Private Capital held 2,894 shares of Ares Management worth $336K as of Q3 2026.
Wedmont Private Capital bought 420 Ares Management shares in Q3 2026, an estimated $54.9K.
Ares Management made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #728 holding.
Wedmont Private Capital first reported a position in Ares Management in Q3 2024 and has held it in 7 quarters since.
35 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

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