CI
ARES icon

CAZ Investments’s Ares Management ARES Stock Holding History

CAZ Investments’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 		$11.1M Buy
+100,000
New +$12M 2.46% 9

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

CAZ Investments's ARES Position: Q2 2026 in Review

CAZ Investments opened a new position in Ares Management (ARES) in Q2 2026: 100,000 shares worth $11.1M. The stake represents 2.46% of the portfolio and ranks #9 among its holdings.

807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • CAZ Investments held 100,000 shares of Ares Management worth $11.1M as of Q2 2026.
  • Ares Management was a new CAZ Investments position in Q2 2026.
  • Ares Management made up 2.46% of CAZ Investments's portfolio in Q2 2026, its #9 holding.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on CAZ Investments's 13F filing for Q2 2026, filed 13 Aug 2026.