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Copeland Capital Management’s Ares Management ARES Stock Holding History

Copeland Capital Management’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 		$10.9M Buy
97,885
+10,736
+12% +$1.29M 0.22% 114
2026
Q1 		$9.51M Buy
+87,149
New +$11.6M 0.21% 118

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

Copeland Capital Management's ARES Position: Q2 2026 in Review

Copeland Capital Management increased its Ares Management (ARES) stake by 12% in Q2 2026, buying an estimated $1.29M and bringing the position to 97,885 shares worth $10.9M. The position accounts for 0.22% of the portfolio, ranked #114.

Copeland Capital Management first reported a position in ARES in Q1 2026 and has held it in 2 quarters since. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Copeland Capital Management held 97,885 shares of Ares Management worth $10.9M as of Q2 2026.
  • Copeland Capital Management bought 10,736 Ares Management shares in Q2 2026, an estimated $1.29M.
  • Ares Management made up 0.22% of Copeland Capital Management's portfolio in Q2 2026, its #114 holding.
  • Copeland Capital Management first reported a position in Ares Management in Q1 2026 and has held it in 2 quarters since.
  • 809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.