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CVA Family Office’s Ares Management ARES Stock Holding History

CVA Family Office’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 		$36.7K Sell
330
-62
-16% -$7.44K ﹤0.01% 665
2026
Q1 		$42.8K Buy
392
+61
+18% +$8.09K ﹤0.01% 629
2025
Q4 		$53.5K Sell
331
-119
-26% -$18.5K 0.01% 542
2025
Q3 		$72K Sell
450
-3
-0.7% -$541 0.01% 484
2025
Q2 		$78.5K Buy
453
+218
+93% +$34.5K 0.01% 453
2025
Q1 		$34.5K Sell
235
-40
-15% -$6.91K 0.01% 582
2024
Q4 		$48.7K Buy
275
+74
+37% +$12.6K 0.01% 529
2024
Q3 		$31.3K Buy
201
+2
+1% +$290 0.01% 587
2024
Q2 		$26.5K Buy
199
+4
+2% +$546 ﹤0.01% 598
2024
Q1 		$25.9K Hold
195
– – ﹤0.01% 598
2023
Q4 		$23.2K Buy
+195
New +$21.2K ﹤0.01% 599
2023
Q3 		– Sell
-195
Closed -$18.8K – 276
2023
Q2 		$18.8K Hold
195
– – ﹤0.01% 629
2023
Q1 		$16.3K Hold
195
– – ﹤0.01% 625
2022
Q4 		$13.3K Buy
195
+85
+77% +$6.13K ﹤0.01% 627
2022
Q3 		$7K Sell
110
-20
-15% -$1.4K ﹤0.01% 669
2022
Q2 		$7K Buy
130
+10
+8% +$692 ﹤0.01% 692
2022
Q1 		$10K Buy
120
+20
+20% +$1.54K ﹤0.01% 673
2021
Q4 		$8K Buy
+100
New +$8.14K ﹤0.01% 678
2021
Q3 		– Sell
-100
Closed -$6K – 395
2021
Q2 		$6K Buy
+100
New +$5.59K ﹤0.01% 724

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

CVA Family Office's ARES Position: Q2 2026 in Review

CVA Family Office reduced its Ares Management (ARES) stake by 16% in Q2 2026, selling an estimated $7.44K and leaving 330 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

CVA Family Office first reported a position in ARES in Q2 2021 and has held it in 19 quarters since. The position peaked at $78.5K in Q2 2025. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • CVA Family Office held 330 shares of Ares Management worth $36.7K as of Q2 2026.
  • CVA Family Office sold 62 Ares Management shares in Q2 2026, an estimated $7.44K.
  • Ares Management made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #665 holding.
  • CVA Family Office first reported a position in Ares Management in Q2 2021 and has held it in 19 quarters since.
  • CVA Family Office's Ares Management position peaked at $78.5K in Q2 2025.
  • 800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.