TFC Financial Management’s Ares Management ARES Stock Holding History

TFC Financial Management’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	$112	Hold	1	–	–	﹤0.01%	908
2026 Q1	$110	Buy	+1	New	+$133	﹤0.01%	870
2025 Q2	–	Sell	-1	Closed	-$147	–	983
2025 Q1	$147	Sell	1 -40	-98%	-$6.91K	﹤0.01%	770
2024 Q4	$7.26K	Buy	41 +40	+4,000%	+$6.83K	﹤0.01%	382
2024 Q3	$156	Hold	1	–	–	﹤0.01%	781
2024 Q2	$134	Hold	1	–	–	﹤0.01%	771
2024 Q1	$133	Buy	+1	New	+$128	﹤0.01%	787

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

TFC Financial Management's ARES Position: Q2 2026 in Review

TFC Financial Management held its Ares Management (ARES) position steady in Q2 2026 at 1 share worth $112. The position accounts for ﹤0.01% of the portfolio, ranked #908.

TFC Financial Management first reported a position in ARES in Q1 2024 and has held it in 7 quarters since. The position peaked at $7.26K in Q4 2024. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

TFC Financial Management held 1 share of Ares Management worth $112 as of Q2 2026.
TFC Financial Management left its Ares Management share count unchanged in Q2 2026.
Ares Management made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #908 holding.
TFC Financial Management first reported a position in Ares Management in Q1 2024 and has held it in 7 quarters since.
TFC Financial Management's Ares Management position peaked at $7.26K in Q4 2024.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.