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 Q2	$502K	Sell	4,511 -556	-11%	-$66.7K	0.01%	502
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 $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

TD Private Client Wealth's ARES Position: Q2 2026 in Review

TD Private Client Wealth reduced its Ares Management (ARES) stake by 11% in Q2 2026, selling an estimated $66.7K and leaving 4,511 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #502.

TD Private Client Wealth first reported a position in ARES in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.14M in Q2 2025. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

TD Private Client Wealth held 4,511 shares of Ares Management worth $502K as of Q2 2026.
TD Private Client Wealth sold 556 Ares Management shares in Q2 2026, an estimated $66.7K.
Ares Management made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #502 holding.
TD Private Client Wealth first reported a position in Ares Management in Q4 2019 and has held it in 16 quarters since.
TD Private Client Wealth's Ares Management position peaked at $1.14M in Q2 2025.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.