Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Ares Management ARES Stock Holding History

Cambridge Investment Research Advisors’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 		$573K Sell
5,145
-632
-11% -$75.8K ﹤0.01% 2834
2026
Q1 		$630K Sell
5,777
-2,838
-33% -$377K ﹤0.01% 2592
2025
Q4 		$1.39M Sell
8,615
-146
-2% -$22.7K ﹤0.01% 1834
2025
Q3 		$1.4M Sell
8,761
-1,938
-18% -$350K ﹤0.01% 1784
2025
Q2 		$1.85M Buy
10,699
+2,739
+34% +$433K 0.01% 1485
2025
Q1 		$1.17M Buy
7,960
+2,302
+41% +$398K ﹤0.01% 1738
2024
Q4 		$1M Sell
5,658
-409
-7% -$69.8K ﹤0.01% 1874
2024
Q3 		$945K Sell
6,067
-202
-3% -$29.3K ﹤0.01% 1890
2024
Q2 		$836K Sell
6,269
-79
-1% -$10.8K ﹤0.01% 1894
2024
Q1 		$844K Sell
6,348
-26
-0.4% -$3.32K ﹤0.01% 1841
2023
Q4 		$758K Sell
6,374
-497
-7% -$54K ﹤0.01% 1844
2023
Q3 		$707K Buy
6,871
+203
+3% +$20.5K ﹤0.01% 1806
2023
Q2 		$642K Sell
6,668
-1,136
-15% -$98.2K ﹤0.01% 1946
2023
Q1 		$651K Sell
7,804
-148
-2% -$11.8K ﹤0.01% 1903
2022
Q4 		$544K Buy
7,952
+297
+4% +$21.4K ﹤0.01% 1942
2022
Q3 		$474K Buy
7,655
+396
+5% +$27.7K ﹤0.01% 1979
2022
Q2 		$413K Buy
7,259
+774
+12% +$53.5K ﹤0.01% 2109
2022
Q1 		$527K Buy
6,485
+2,624
+68% +$202K ﹤0.01% 2059
2021
Q4 		$314K Sell
3,861
-8,772
-69% -$714K ﹤0.01% 2489
2021
Q3 		$933K Buy
+12,633
New +$910K ﹤0.01% 1592

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

Cambridge Investment Research Advisors's ARES Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Ares Management (ARES) stake by 11% in Q2 2026, selling an estimated $75.8K and leaving 5,145 shares worth $573K. The position accounts for ﹤0.01% of the portfolio, ranked #2834.

Cambridge Investment Research Advisors first reported a position in ARES in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.85M in Q2 2025. 803 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Cambridge Investment Research Advisors held 5,145 shares of Ares Management worth $573K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 632 Ares Management shares in Q2 2026, an estimated $75.8K.
  • Ares Management made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2834 holding.
  • Cambridge Investment Research Advisors first reported a position in Ares Management in Q3 2021 and has held it in 20 quarters since.
  • Cambridge Investment Research Advisors's Ares Management position peaked at $1.85M in Q2 2025.
  • 803 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.