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IEQ Capital’s Ares Management ARES Stock Holding History

IEQ Capital’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 		– Sell
-38,700
Closed -$228K – 2021
2026
Q1 		$228K Buy
+38,700
New +$5.13M ﹤0.01% 1634

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

IEQ Capital's ARES Position: Q2 2026 in Review

IEQ Capital increased its Ares Management (ARES) stake by 39% in Q2 2026, buying an estimated $102K and bringing the position to 3,013 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

IEQ Capital first reported a position in ARES in Q4 2023 and has held it in 10 quarters since. The position peaked at $582K in Q3 2025. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • IEQ Capital held 3,013 shares of Ares Management worth $335K as of Q2 2026.
  • IEQ Capital bought 852 Ares Management shares in Q2 2026, an estimated $102K.
  • Ares Management made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1591 holding.
  • IEQ Capital first reported a position in Ares Management in Q4 2023 and has held it in 10 quarters since.
  • IEQ Capital's Ares Management position peaked at $582K in Q3 2025.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.