Mackenzie Financial’s Ares Management ARES Stock Holding History

Mackenzie Financial’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	$2.33M	Sell	20,968 -1,351	-6%	-$162K	﹤0.01%	1010
2026 Q1	$2.44M	Buy	22,319 +280	+1%	+$37.1K	﹤0.01%	877
2025 Q4	$3.59M	Sell	22,039 -46,914	-68%	-$7.31M	﹤0.01%	710
2025 Q3	$11M	Sell	68,953 -23,139	-25%	-$4.17M	0.01%	484
2025 Q2	$16M	Sell	92,092 -17,633	-16%	-$2.79M	0.02%	406
2025 Q1	$16.1M	Buy	109,725 +47,571	+77%	+$8.22M	0.02%	380
2024 Q4	$11M	Buy	62,154 +48,334	+350%	+$8.25M	0.02%	451
2024 Q3	$2.15M	Buy	13,820 +302	+2%	+$43.8K	﹤0.01%	711
2024 Q2	$1.8M	Buy	13,518 +194	+1%	+$26.5K	﹤0.01%	751
2024 Q1	$1.77M	Buy	13,324 +6,294	+90%	+$804K	﹤0.01%	764
2023 Q4	$836K	Buy	7,030 +243	+4%	+$26.4K	﹤0.01%	899
2023 Q3	$679K	Buy	6,787 +76	+1%	+$7.69K	﹤0.01%	928
2023 Q2	$648K	Buy	+6,711	New	+$580K	﹤0.01%	947
2022 Q1	–	Sell	-32,898	Closed	-$2.67M	–	1413
2021 Q4	$2.67M	Hold	32,898	–	–	﹤0.01%	709
2021 Q3	$2.43M	Hold	32,898	–	–	﹤0.01%	721
2021 Q2	$2.09M	Hold	32,898	–	–	﹤0.01%	719
2021 Q1	$1.84M	Buy	+32,898	New	+$1.65M	﹤0.01%	699

Other funds holding ARES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Mackenzie Financial's ARES Position: Q2 2026 in Review

Mackenzie Financial reduced its Ares Management (ARES) stake by 6.1% in Q2 2026, selling an estimated $162K and leaving 20,968 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Mackenzie Financial first reported a position in ARES in Q1 2021 and has held it in 17 quarters since. The position peaked at $16.1M in Q1 2025. 802 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Mackenzie Financial held 20,968 shares of Ares Management worth $2.33M as of Q2 2026.
Mackenzie Financial sold 1,351 Ares Management shares in Q2 2026, an estimated $162K.
Ares Management made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1010 holding.
Mackenzie Financial first reported a position in Ares Management in Q1 2021 and has held it in 17 quarters since.
Mackenzie Financial's Ares Management position peaked at $16.1M in Q1 2025.
802 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.