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 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 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CBIZ Investment Advisory Services's ARES Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Ares Management (ARES) stake by 75% in Q1 2026, selling an estimated $6.77K and leaving 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 5 quarters since. The position peaked at $19.6K in Q2 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

CBIZ Investment Advisory Services held 17 shares of Ares Management worth $1.85K as of Q1 2026.
CBIZ Investment Advisory Services sold 51 Ares Management shares in Q1 2026, an estimated $6.77K.
Ares Management made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #346 holding.
CBIZ Investment Advisory Services first reported a position in Ares Management in Q1 2025 and has held it in 5 quarters since.
CBIZ Investment Advisory Services's Ares Management position peaked at $19.6K in Q2 2025.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.