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Talon Private Wealth’s Ares Management ARES Stock Holding History

Talon Private Wealth’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
2025
Q2 		$5.89K Buy
+34
New +$5.38K ﹤0.01% 262
2025
Q1 		– Sell
-17
Closed -$3.01K – 188
2024
Q4 		$3.01K Hold
17
– – ﹤0.01% 254
2024
Q3 		$2.65K Buy
+17
New +$2.47K ﹤0.01% 256

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Talon Private Wealth's ARES Position: Q2 2025 in Review

Talon Private Wealth opened a new position in Ares Management (ARES) in Q2 2025: 34 shares worth $5.89K. The stake represents ﹤0.01% of the portfolio and ranks #262 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in ARES as recently as Q4 2024.

Talon Private Wealth first reported a position in ARES in Q3 2024 and has held it in 3 quarters since. 767 funds tracked by Wall St. Rank hold ARES as of Q2 2025.

  • Talon Private Wealth held 34 shares of Ares Management worth $5.89K as of Q2 2025.
  • Ares Management was a new Talon Private Wealth position in Q2 2025.
  • Ares Management made up ﹤0.01% of Talon Private Wealth's portfolio in Q2 2025, its #262 holding.
  • Talon Private Wealth first reported a position in Ares Management in Q3 2024 and has held it in 3 quarters since.
  • 767 funds tracked by Wall St. Rank held Ares Management as of Q2 2025.

Based on Talon Private Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.