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Northwest & Ethical Investments’s Ares Management ARES Stock Holding History

Northwest & Ethical Investments’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
-6,826
Closed -$702K – 528
2026
Q1 		$702K Buy
6,826
+1,456
+27% +$193K 0.02% 355
2025
Q4 		$877K Buy
5,370
+910
+20% +$142K 0.02% 329
2025
Q3 		$729K Sell
4,460
-800
-15% -$144K 0.02% 366
2025
Q2 		$911K Buy
5,260
+714
+16% +$113K 0.02% 340
2025
Q1 		$665K Buy
4,546
+3,021
+198% +$522K 0.02% 365
2024
Q4 		$270K Hold
1,525
– – 0.01% 386
2024
Q3 		$238K Buy
+1,525
New +$221K 0.01% 407

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

Northwest & Ethical Investments's ARES Position: Q2 2026 in Review

Northwest & Ethical Investments sold out of Ares Management (ARES) in Q2 2026, closing a stake of 6,826 shares — an estimated $702K sold.

Northwest & Ethical Investments first reported a position in ARES in Q3 2024 and held it in 7 quarters. The position peaked at $911K in Q2 2025. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Northwest & Ethical Investments reported no remaining Ares Management position as of Q2 2026 after selling out during the quarter.
  • Northwest & Ethical Investments sold 6,826 Ares Management shares in Q2 2026, an estimated $702K.
  • Northwest & Ethical Investments first reported a position in Ares Management in Q3 2024 and held it in 7 quarters.
  • Northwest & Ethical Investments's Ares Management position peaked at $911K in Q2 2025.
  • 809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.