Bank Julius Baer & Co
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Bank Julius Baer & Co’s Ares Management ARES Stock Holding History

Bank Julius Baer & Co’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 		– Sell
-670
Closed -$73.1K – 666
2026
Q1 		$73.1K Buy
+670
New +$88.9K ﹤0.01% 569

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Bank of America
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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

Bank Julius Baer & Co's ARES Position: Q2 2026 in Review

Bank Julius Baer & Co sold out of Ares Management (ARES) in Q2 2026, closing a stake of 670 shares — an estimated $73.1K sold.

Bank Julius Baer & Co first reported a position in ARES in Q1 2026 and held it in 1 quarter. The position peaked at $73.1K in Q1 2026. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Bank Julius Baer & Co reported no remaining Ares Management position as of Q2 2026 after selling out during the quarter.
  • Bank Julius Baer & Co sold 670 Ares Management shares in Q2 2026, an estimated $73.1K.
  • Bank Julius Baer & Co first reported a position in Ares Management in Q1 2026 and held it in 1 quarter.
  • Bank Julius Baer & Co's Ares Management position peaked at $73.1K in Q1 2026.
  • 800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.