CIAS
ARES icon

CBIZ Investment Advisory Services’s Ares Management ARES Stock Holding History

CBIZ Investment Advisory Services’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 		$1.85K Hold
17
– – ﹤0.01% 346
2026
Q1 		$1.85K Sell
17
-51
-75% -$6.77K ﹤0.01% 346
2025
Q4 		$11K Sell
68
-49
-42% -$7.63K ﹤0.01% 369
2025
Q3 		$18.7K Buy
117
+4
+4% +$722 ﹤0.01% 258
2025
Q2 		$19.6K Buy
113
+54
+92% +$8.54K ﹤0.01% 268
2025
Q1 		$8.65K Buy
+59
New +$10.2K ﹤0.01% 332

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

CBIZ Investment Advisory Services's ARES Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Ares Management (ARES) position steady in Q2 2026 at 17 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

CBIZ Investment Advisory Services first reported a position in ARES in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.6K in Q2 2025. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • CBIZ Investment Advisory Services held 17 shares of Ares Management worth $1.85K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Ares Management share count unchanged in Q2 2026.
  • Ares Management made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #346 holding.
  • CBIZ Investment Advisory Services first reported a position in Ares Management in Q1 2025 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's Ares Management position peaked at $19.6K in Q2 2025.
  • 809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.