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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
Q2 		$316K Buy
2,841
+522
+23% +$62.6K 0.01% 984
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 $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 $3.38T AUM 44.17% 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

Callan Family Office's ARES Position: Q2 2026 in Review

Callan Family Office increased its Ares Management (ARES) stake by 23% in Q2 2026, buying an estimated $62.6K and bringing the position to 2,841 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #984.

Callan Family Office first reported a position in ARES in Q2 2025 and has held it in 5 quarters since. The position peaked at $713K in Q2 2025. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Callan Family Office held 2,841 shares of Ares Management worth $316K as of Q2 2026.
  • Callan Family Office bought 522 Ares Management shares in Q2 2026, an estimated $62.6K.
  • Ares Management made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #984 holding.
  • Callan Family Office first reported a position in Ares Management in Q2 2025 and has held it in 5 quarters since.
  • Callan Family Office's Ares Management position peaked at $713K in Q2 2025.
  • 809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.