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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
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 $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

PAX Financial Group's ARES Position: Q1 2026 in Review

PAX Financial Group increased its Ares Management (ARES) stake by 15% in Q1 2026, buying an estimated $59K and bringing the position to 3,461 shares worth $378K. The position accounts for 0.06% of the portfolio, ranked #144.

PAX Financial Group first reported a position in ARES in Q4 2021 and has held it in 18 quarters since. The position peaked at $796K in Q1 2023. 795 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • PAX Financial Group held 3,461 shares of Ares Management worth $378K as of Q1 2026.
  • PAX Financial Group bought 445 Ares Management shares in Q1 2026, an estimated $59K.
  • Ares Management made up 0.06% of PAX Financial Group's portfolio in Q1 2026, its #144 holding.
  • PAX Financial Group first reported a position in Ares Management in Q4 2021 and has held it in 18 quarters since.
  • PAX Financial Group's Ares Management position peaked at $796K in Q1 2023.
  • 795 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.