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Rothschild Investment LLC’s Ares Management ARES Stock Holding History

Rothschild Investment LLC’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 		$107K Buy
964
+702
+268% +$84.2K ﹤0.01% 1034
2026
Q1 		$28.6K Buy
262
+207
+376% +$27.5K ﹤0.01% 1287
2025
Q4 		$8.89K Sell
55
-4
-7% -$623 ﹤0.01% 1618
2025
Q3 		$9.43K Buy
59
+42
+247% +$7.58K ﹤0.01% 1465
2025
Q2 		$2.94K Sell
17
-2
-11% -$316 ﹤0.01% 1801
2025
Q1 		$2.79K Buy
19
+2
+12% +$346 ﹤0.01% 1705
2024
Q4 		$3.01K Buy
17
+2
+13% +$341 ﹤0.01% 1567
2024
Q3 		$2.34K Sell
15
-5
-25% -$725 ﹤0.01% 1642
2024
Q2 		$2.67K Buy
20
+5
+33% +$683 ﹤0.01% 1315
2024
Q1 		$2K Hold
15
– – ﹤0.01% 1212
2023
Q4 		$1.78K Buy
+15
New +$1.63K ﹤0.01% 1157

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rothschild Investment LLC's ARES Position: Q2 2026 in Review

Rothschild Investment LLC increased its Ares Management (ARES) stake by 268% in Q2 2026, buying an estimated $84.2K and bringing the position to 964 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Rothschild Investment LLC first reported a position in ARES in Q4 2023 and has held it in 11 quarters since. 409 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Rothschild Investment LLC held 964 shares of Ares Management worth $107K as of Q2 2026.
  • Rothschild Investment LLC bought 702 Ares Management shares in Q2 2026, an estimated $84.2K.
  • Ares Management made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1034 holding.
  • Rothschild Investment LLC first reported a position in Ares Management in Q4 2023 and has held it in 11 quarters since.
  • 409 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.