Triumph Capital Management
ARES icon

Triumph Capital Management’s Ares Management ARES Stock Holding History

Triumph Capital 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
Q3 		$29K Hold
250
– – 0.01% 858
2026
Q2 		$27.8K Buy
250
+140
+127% +$16.8K 0.01% 834
2026
Q1 		$12K Buy
+110
New +$14.6K ﹤0.01% 1054

Other funds holding ARES

Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vulcan Value Partners
Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Triumph Capital Management's ARES Position: Q3 2026 in Review

Triumph Capital Management held its Ares Management (ARES) position steady in Q3 2026 at 250 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #858.

Triumph Capital Management first reported a position in ARES in Q1 2026 and has held it in 3 quarters since. 529 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Triumph Capital Management held 250 shares of Ares Management worth $29K as of Q3 2026.
  • Triumph Capital Management left its Ares Management share count unchanged in Q3 2026.
  • Ares Management made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #858 holding.
  • Triumph Capital Management first reported a position in Ares Management in Q1 2026 and has held it in 3 quarters since.
  • 529 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.