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Callan Family Office’s Ares Management ARES Stock Holding History

Callan Family Office’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
Q1 		$253K Sell
2,319
-1,127
-33% -$150K 0.01% 985
2025
Q4 		$557K Buy
3,446
+1,392
+68% +$217K 0.01% 750
2025
Q3 		$328K Sell
2,054
-2,060
-50% -$372K 0.01% 674
2025
Q2 		$713K Buy
+4,114
New +$651K 0.02% 480

Other funds holding ARES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Callan Family Office's ARES Position: Q1 2026 in Review

Callan Family Office reduced its Ares Management (ARES) stake by 33% in Q1 2026, selling an estimated $150K and leaving 2,319 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #985.

Callan Family Office first reported a position in ARES in Q2 2025 and has held it in 4 quarters since. The position peaked at $713K in Q2 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Callan Family Office held 2,319 shares of Ares Management worth $253K as of Q1 2026.
  • Callan Family Office sold 1,127 Ares Management shares in Q1 2026, an estimated $150K.
  • Ares Management made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #985 holding.
  • Callan Family Office first reported a position in Ares Management in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's Ares Management position peaked at $713K in Q2 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.