VFG
ARES icon

Victory Financial Group’s Ares Management ARES Stock Holding History

Victory 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 		$227K Buy
2,084
+205
+11% +$27.2K 0.03% 311
2025
Q4 		$304K Buy
1,879
+356
+23% +$55.5K 0.04% 234
2025
Q3 		$244K Buy
1,523
+19
+1% +$3.43K 0.03% 219
2025
Q2 		$260K Buy
+1,504
New +$238K 0.04% 184

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

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

Victory Financial Group increased its Ares Management (ARES) stake by 11% in Q1 2026, buying an estimated $27.2K and bringing the position to 2,084 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #311.

Victory Financial Group first reported a position in ARES in Q2 2025 and has held it in 4 quarters since. The position peaked at $304K in Q4 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Victory Financial Group held 2,084 shares of Ares Management worth $227K as of Q1 2026.
  • Victory Financial Group bought 205 Ares Management shares in Q1 2026, an estimated $27.2K.
  • Ares Management made up 0.03% of Victory Financial Group's portfolio in Q1 2026, its #311 holding.
  • Victory Financial Group first reported a position in Ares Management in Q2 2025 and has held it in 4 quarters since.
  • Victory Financial Group's Ares Management position peaked at $304K in Q4 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

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