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
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% -$1.81K ﹤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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Baird Financial Group's ARES Position: Q2 2026 in Review

Baird Financial Group increased its Ares Management (ARES) stake by 5% in Q2 2026, buying an estimated $46.1K and bringing the position to 7,992 shares worth $890K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Baird Financial Group first reported a position in ARES in Q3 2021 and has held it in 18 quarters since. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Baird Financial Group held 7,992 shares of Ares Management worth $890K as of Q2 2026.
  • Baird Financial Group bought 384 Ares Management shares in Q2 2026, an estimated $46.1K.
  • Ares Management made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1362 holding.
  • Baird Financial Group first reported a position in Ares Management in Q3 2021 and has held it in 18 quarters since.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.