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Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

ARES holding history

Ares Management Corp in every 13F filed by Boston Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ARES overviewAll 13F holders of ARESFull Q2 2026 holdings

Shares (Q2 2026)
5,087
Value
$566.2K
% of portfolio
<0.1%
Quarters held
18
Since Q3 2021
Holdings of ARES by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,087$566.2K<0.1%−508−9.1%ReducedHolders
Q1 20265,595$610.4K<0.1%−6,990−55.5%ReducedHolders
Q4 202512,585$2.03M0.1%−5,425−30.1%ReducedHolders
Q3 202518,010$2.88M0.2%−4,333−19.4%ReducedHolders
Q2 202522,343$3.87M0.2%−8,990−28.7%ReducedHolders
Q1 202531,333$4.59M0.2%−20,090−39.1%ReducedHolders
Q4 202451,423$9.10M0.2%+51,423NewHolders
Q3 20240$00.0%−55,346−100.0%Sold outHolders
Q2 202455,346$7.38M0.2%+4,589+9.0%AddedHolders
Q1 202450,757$6.75M0.2%+50,757NewHolders
Q4 20230$00.0%−4,058−100.0%Sold outHolders
Q3 20234,058$417.4K<0.1%−259−6.0%ReducedHolders
Q2 20234,317$415.9K<0.1%−890−17.1%ReducedHolders
Q1 20235,207$434.5K<0.1%+1,620+45.2%AddedHolders
Q4 20223,587$245.5K<0.1%−65−1.8%ReducedHolders
Q3 20223,652$227.0K<0.1%−1,193−24.6%ReducedHolders
Q2 20224,845$275.0K<0.1%+20+0.4%AddedHolders
Q1 20224,825$392.0K<0.1%+23+0.5%AddedHolders
Q4 20214,802$390.0K<0.1%−395−7.6%ReducedHolders
Q3 20215,197$384.0K<0.1%+5,197NewHolders