TD Private Client Wealth’s Ares Management ARES Stock Holding History

TD Private Client 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
2026 Q1	$553K	Sell	5,067 -308	-6%	-$40.9K	0.01%	471
2025 Q4	$869K	Sell	5,375 -692	-11%	-$108K	0.02%	388
2025 Q3	$970K	Sell	6,067 -521	-8%	-$94K	0.02%	369
2025 Q2	$1.14M	Sell	6,588 -203	-3%	-$32.1K	0.03%	332
2025 Q1	$996K	Buy	6,791 +383	+6%	+$66.2K	0.03%	352
2024 Q4	$1.13M	Buy	6,408 +601	+10%	+$103K	0.03%	333
2024 Q3	$905K	Buy	+5,807	New	+$843K	0.03%	379
2024 Q2	–	Sell	-5	Closed	-$665	–	1220
2024 Q1	$665	Sell	5 -1,686	-100%	-$215K	﹤0.01%	1191
2023 Q4	$201K	Sell	1,691 -851	-33%	-$92.4K	0.01%	565
2023 Q3	$261K	Sell	2,542 -323	-11%	-$32.7K	0.01%	501
2023 Q2	$276K	Buy	2,865 +153	+6%	+$13.2K	0.01%	513
2023 Q1	$226K	Buy	+2,712	New	+$216K	0.01%	528
2022 Q2	–	Sell	-20	Closed	-$1.63K	–	1226
2022 Q1	$1.63K	Buy	+20	New	+$1.54K	﹤0.01%	1181
2020 Q2	–	Sell	-64	Closed	-$1.98K	–	1107
2020 Q1	$1.98K	Sell	64 -10	-14%	-$350	﹤0.01%	877
2019 Q4	$2.64K	Buy	+74	New	+$2.3K	﹤0.01%	884

Other funds holding ARES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Private Client Wealth's ARES Position: Q1 2026 in Review

TD Private Client Wealth reduced its Ares Management (ARES) stake by 5.7% in Q1 2026, selling an estimated $40.9K and leaving 5,067 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #471.

TD Private Client Wealth first reported a position in ARES in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.14M in Q2 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

TD Private Client Wealth held 5,067 shares of Ares Management worth $553K as of Q1 2026.
TD Private Client Wealth sold 308 Ares Management shares in Q1 2026, an estimated $40.9K.
Ares Management made up 0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #471 holding.
TD Private Client Wealth first reported a position in Ares Management in Q4 2019 and has held it in 15 quarters since.
TD Private Client Wealth's Ares Management position peaked at $1.14M in Q2 2025.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.