Baird Financial Group
ARES icon

Baird Financial Group’s Ares Management ARES Stock Holding History

Baird Financial Group’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 		$3.93M Buy
33,819
+25,827
+323% +$3.37M 0.01% 857
2026
Q2 		$890K Buy
7,992
+384
+5% +$46.1K ﹤0.01% 1362
2026
Q1 		$830K Buy
7,608
+3,965
+109% +$526K ﹤0.01% 1314
2025
Q4 		$589K Sell
3,643
-43
-1% -$6.7K ﹤0.01% 1417
2025
Q3 		$589K Buy
3,686
+106
+3% +$19.1K ﹤0.01% 1415
2025
Q2 		$620K Buy
3,580
+301
+9% +$47.6K ﹤0.01% 1352
2025
Q1 		$481K Sell
3,279
-20
-0.6% -$3.46K ﹤0.01% 1405
2024
Q4 		$584K Buy
3,299
+143
+5% +$24.4K ﹤0.01% 1341
2024
Q3 		$492K Buy
3,156
+12
+0.4% +$1.74K ﹤0.01% 1386
2024
Q2 		$419K Buy
3,144
+374
+14% +$51.1K ﹤0.01% 1450
2024
Q1 		$368K Sell
2,770
-61
-2% -$7.79K ﹤0.01% 1489
2023
Q4 		$337K Buy
2,831
+104
+4% +$11.3K ﹤0.01% 1478
2023
Q3 		$281K Buy
2,727
+5
+0.2% +$506 ﹤0.01% 1524
2023
Q2 		$262K Sell
2,722
-21
-0.8% -$1.82K ﹤0.01% 1545
2023
Q1 		$229K Buy
+2,743
New +$218K ﹤0.01% 1582
2022
Q3 		– Sell
-7,891
Closed -$449K – 1703
2022
Q2 		$449K Sell
7,891
-940
-11% -$65K ﹤0.01% 1386
2022
Q1 		$717K Sell
8,831
-458
-5% -$35.2K ﹤0.01% 1284
2021
Q4 		$755K Buy
9,289
+1,052
+13% +$85.6K ﹤0.01% 1307
2021
Q3 		$608K Buy
+8,237
New +$593K ﹤0.01% 1400

Other funds holding ARES

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Baird Financial Group's ARES Position: Q3 2026 in Review

Baird Financial Group increased its Ares Management (ARES) stake by 323% in Q3 2026, buying an estimated $3.37M and bringing the position to 33,819 shares worth $3.93M. The position accounts for 0.01% of the portfolio, ranked #857.

Baird Financial Group first reported a position in ARES in Q3 2021 and has held it in 19 quarters since. 679 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Baird Financial Group held 33,819 shares of Ares Management worth $3.93M as of Q3 2026.
  • Baird Financial Group bought 25,827 Ares Management shares in Q3 2026, an estimated $3.37M.
  • Ares Management made up 0.01% of Baird Financial Group's portfolio in Q3 2026, its #857 holding.
  • Baird Financial Group first reported a position in Ares Management in Q3 2021 and has held it in 19 quarters since.
  • 679 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Baird Financial Group's 13F filing for Q3 2026, filed 13 Nov 2026.