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Third View Private Wealth’s Ares Management ARES Stock Holding History

Third View 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
2026
Q2 		$633K Sell
5,687
-279
-5% -$33.5K 0.08% 163
2026
Q1 		$651K Buy
5,966
+685
+13% +$90.9K 0.09% 146
2025
Q4 		$854K Buy
+5,281
New +$823K 0.11% 134

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Third View Private Wealth's ARES Position: Q2 2026 in Review

Third View Private Wealth reduced its Ares Management (ARES) stake by 4.7% in Q2 2026, selling an estimated $33.5K and leaving 5,687 shares worth $633K. The position accounts for 0.08% of the portfolio, ranked #163.

Third View Private Wealth first reported a position in ARES in Q4 2025 and has held it in 3 quarters since. The position peaked at $854K in Q4 2025. 409 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Third View Private Wealth held 5,687 shares of Ares Management worth $633K as of Q2 2026.
  • Third View Private Wealth sold 279 Ares Management shares in Q2 2026, an estimated $33.5K.
  • Ares Management made up 0.08% of Third View Private Wealth's portfolio in Q2 2026, its #163 holding.
  • Third View Private Wealth first reported a position in Ares Management in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's Ares Management position peaked at $854K in Q4 2025.
  • 409 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.