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PAX Financial Group’s Ares Management ARES Stock Holding History

PAX 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
Q2 		$285K Sell
2,564
-897
-26% -$108K 0.04% 171
2026
Q1 		$378K Buy
3,461
+445
+15% +$59K 0.06% 144
2025
Q4 		$488K Sell
3,016
-17
-0.6% -$2.65K 0.08% 125
2025
Q3 		$485K Sell
3,033
-449
-13% -$81K 0.09% 143
2025
Q2 		$603K Sell
3,482
-969
-22% -$153K 0.12% 132
2025
Q1 		$653K Buy
4,451
+903
+25% +$156K 0.12% 141
2024
Q4 		$628K Sell
3,548
-430
-11% -$73.4K 0.11% 147
2024
Q3 		$620K Sell
3,978
-455
-10% -$66K 0.11% 153
2024
Q2 		$591K Sell
4,433
-654
-13% -$89.3K 0.12% 153
2024
Q1 		$676K Sell
5,087
-528
-9% -$67.4K 0.14% 143
2023
Q4 		$761K Sell
5,615
-1,084
-16% -$118K 0.16% 115
2023
Q3 		$689K Sell
6,699
-1,274
-16% -$129K 0.16% 114
2023
Q2 		$768K Sell
7,973
-1,565
-16% -$135K 0.17% 92
2023
Q1 		$796K Sell
9,538
-93
-1% -$7.39K 0.19% 84
2022
Q4 		$659K Sell
9,631
-1,185
-11% -$85.5K 0.17% 101
2022
Q3 		$670K Buy
10,816
+158
+1% +$11K 0.17% 96
2022
Q2 		$606K Buy
10,658
+883
+9% +$61.1K 0.15% 110
2022
Q1 		$794K Buy
9,775
+864
+10% +$66.4K 0.18% 96
2021
Q4 		$724K Buy
+8,911
New +$725K 0.16% 115

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

PAX Financial Group's ARES Position: Q2 2026 in Review

PAX Financial Group reduced its Ares Management (ARES) stake by 26% in Q2 2026, selling an estimated $108K and leaving 2,564 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #171.

PAX Financial Group first reported a position in ARES in Q4 2021 and has held it in 19 quarters since. The position peaked at $796K in Q1 2023. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • PAX Financial Group held 2,564 shares of Ares Management worth $285K as of Q2 2026.
  • PAX Financial Group sold 897 Ares Management shares in Q2 2026, an estimated $108K.
  • Ares Management made up 0.04% of PAX Financial Group's portfolio in Q2 2026, its #171 holding.
  • PAX Financial Group first reported a position in Ares Management in Q4 2021 and has held it in 19 quarters since.
  • PAX Financial Group's Ares Management position peaked at $796K in Q1 2023.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on PAX Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.