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Empowered Funds’s Ares Management ARES Stock Holding History

Empowered Funds’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 		$2.28M Buy
20,921
+11,178
+115% +$1.48M 0.01% 1038
2025
Q4 		$1.57M Sell
9,743
-10,247
-51% -$1.6M 0.03% 553
2025
Q3 		$3.2M Buy
19,990
+11,614
+139% +$2.09M 0.03% 673
2025
Q2 		$1.45M Buy
8,376
+2,179
+35% +$345K 0.02% 953
2025
Q1 		$909K Buy
6,197
+1,853
+43% +$320K 0.01% 1032
2024
Q4 		$769K Buy
4,344
+891
+26% +$152K 0.01% 1044
2024
Q3 		$538K Sell
3,453
-32,330
-90% -$4.69M 0.01% 1074
2024
Q2 		$4.77M Buy
35,783
+1,516
+4% +$207K 0.08% 324
2024
Q1 		$4.56M Buy
34,267
+5,232
+18% +$668K 0.08% 340
2023
Q4 		$3.45M Buy
+29,035
New +$3.15M 0.09% 332
2022
Q3 		– Sell
-29,556
Closed -$1.68M – 322
2022
Q2 		$1.68M Buy
29,556
+7,036
+31% +$487K 0.22% 130
2022
Q1 		$1.83M Buy
22,520
+352
+2% +$27K 0.2% 129
2021
Q4 		$1.8M Buy
+22,168
New +$1.8M 0.2% 115

Other funds holding ARES

BlackRock
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Empowered Funds's ARES Position: Q1 2026 in Review

Empowered Funds increased its Ares Management (ARES) stake by 115% in Q1 2026, buying an estimated $1.48M and bringing the position to 20,921 shares worth $2.28M. The position accounts for 0.01% of the portfolio, ranked #1038.

Empowered Funds first reported a position in ARES in Q4 2021 and has held it in 13 quarters since. The position peaked at $4.77M in Q2 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Empowered Funds held 20,921 shares of Ares Management worth $2.28M as of Q1 2026.
  • Empowered Funds bought 11,178 Ares Management shares in Q1 2026, an estimated $1.48M.
  • Ares Management made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1038 holding.
  • Empowered Funds first reported a position in Ares Management in Q4 2021 and has held it in 13 quarters since.
  • Empowered Funds's Ares Management position peaked at $4.77M in Q2 2024.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.