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Chicago Partners Investment Group’s Ares Management ARES Stock Holding History

Chicago Partners Investment Group’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 		$4.34M Buy
35,802
+4,566
+15% +$548K 0.09% 207
2026
Q1 		$3.78M Buy
31,236
+5,300
+20% +$703K 0.08% 210
2025
Q4 		$4.04M Buy
25,936
+1,062
+4% +$165K 0.1% 180
2025
Q3 		$3.75M Buy
24,874
+2,422
+11% +$437K 0.1% 183
2025
Q2 		$4.05M Buy
22,452
+1,420
+7% +$225K 0.12% 163
2025
Q1 		$3.41M Buy
21,032
+8,973
+74% +$1.55M 0.11% 164
2024
Q4 		$2.2M Buy
12,059
+5,667
+89% +$967K 0.07% 213
2024
Q3 		$1.07M Buy
6,392
+89
+1% +$12.9K 0.04% 311
2024
Q2 		$943K Buy
6,303
+389
+7% +$53.1K 0.04% 332
2024
Q1 		$807K Buy
5,914
+654
+12% +$83.5K 0.03% 351
2023
Q4 		$618K Buy
5,260
+296
+6% +$32.1K 0.03% 378
2023
Q3 		$501K Buy
4,964
+6
+0.1% +$607 0.03% 405
2023
Q2 		$498K Buy
4,958
+347
+8% +$30K 0.03% 422
2023
Q1 		$400K Buy
4,611
+1,022
+28% +$81.3K 0.02% 438
2022
Q4 		$308K Buy
+3,589
New +$259K 0.02% 473
2018
Q4 		– Sell
-3,551
Closed -$68K – 350
2018
Q3 		$68K Buy
3,551
+88
+3% +$1.89K 0.01% 475
2018
Q2 		$72K Buy
3,463
+15
+0.4% +$324 0.01% 429
2018
Q1 		$74K Buy
3,448
+54
+2% +$1.23K 0.01% 398
2017
Q4 		$68K Buy
3,394
+75
+2% +$1.41K 0.01% 411
2017
Q3 		$62K Sell
3,319
-228
-6% -$4.15K 0.01% 403
2017
Q2 		$66K Buy
3,547
+2,187
+161% +$40.5K 0.02% 332
2017
Q1 		$26K Buy
1,360
+21
+2% +$411 0.01% 381
2016
Q4 		$26K Buy
1,339
+15
+1% +$258 0.01% 361
2016
Q3 		$23K Buy
1,324
+596
+82% +$10.2K 0.01% 353
2016
Q2 		$10K Buy
+728
New +$10.4K ﹤0.01% 352

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

Chicago Partners Investment Group's ARES Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Ares Management (ARES) stake by 15% in Q2 2026, buying an estimated $548K and bringing the position to 35,802 shares worth $4.34M. The position accounts for 0.09% of the portfolio, ranked #207.

Chicago Partners Investment Group first reported a position in ARES in Q2 2016 and has held it in 25 quarters since. 802 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Chicago Partners Investment Group held 35,802 shares of Ares Management worth $4.34M as of Q2 2026.
  • Chicago Partners Investment Group bought 4,566 Ares Management shares in Q2 2026, an estimated $548K.
  • Ares Management made up 0.09% of Chicago Partners Investment Group's portfolio in Q2 2026, its #207 holding.
  • Chicago Partners Investment Group first reported a position in Ares Management in Q2 2016 and has held it in 25 quarters since.
  • 802 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.