Merit Financial Group
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Merit Financial Group’s Ares Management ARES Stock Holding History

Merit Financial Group’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 		$501K Buy
4,315
+371
+9% +$48.5K ﹤0.01% 1573
2026
Q2 		$439K Sell
3,944
-1,212
-24% -$145K ﹤0.01% 1572
2026
Q1 		$563K Buy
5,156
+3,760
+269% +$499K ﹤0.01% 1310
2025
Q4 		$226K Buy
+1,396
New +$217K ﹤0.01% 1748

Other funds holding ARES

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Merit Financial Group's ARES Position: Q3 2026 in Review

Merit Financial Group increased its Ares Management (ARES) stake by 9.4% in Q3 2026, buying an estimated $48.5K and bringing the position to 4,315 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Merit Financial Group first reported a position in ARES in Q4 2025 and has held it in 4 quarters since. The position peaked at $563K in Q1 2026. 491 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Merit Financial Group held 4,315 shares of Ares Management worth $501K as of Q3 2026.
  • Merit Financial Group bought 371 Ares Management shares in Q3 2026, an estimated $48.5K.
  • Ares Management made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1573 holding.
  • Merit Financial Group first reported a position in Ares Management in Q4 2025 and has held it in 4 quarters since.
  • Merit Financial Group's Ares Management position peaked at $563K in Q1 2026.
  • 491 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.