John Rogers - Ariel Investments – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by John Rogers - Ariel Investments during the 2026 Q1 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| T | 1,489,147 | $28.99 | Increased | 23.84% | 0.48% | $43.17M | 2026 Q1 |
| KKR | 439,405 | $92.5 | Increased | 65.87% | 0.46% | $40.64M | 2026 Q1 |
| HPE | 1,659,398 | $23.81 | Increased | 25.57% | 0.44% | $39.51M | 2026 Q1 |
| SCHW | 402,927 | $93.98 | Increased | 17.72% | 0.42% | $37.87M | 2026 Q1 |
| CBRE | 263,149 | $135.46 | Increased | 24.67% | 0.40% | $35.65M | 2026 Q1 |
| FDX | 98,918 | $356.18 | Increased | 38.53% | 0.39% | $35.23M | 2026 Q1 |
| MAS | 523,429 | $60.37 | Increased | 29.09% | 0.35% | $31.6M | 2026 Q1 |
| FITB | 567,418 | $46.46 | Buy | 100.00% | 0.30% | $26.36M | 2026 Q1 |
| AFL | 239,266 | $109.71 | Increased | 12.82% | 0.29% | $26.25M | 2026 Q1 |
| FISV | 432,559 | $55.8 | Increased | 34.74% | 0.27% | $24.14M | 2026 Q1 |
| TAP | 548,715 | $43.06 | Increased | 6.35% | 0.26% | $23.63M | 2026 Q1 |
| SSD | 91,750 | $171.62 | Increased | 0.40% | 0.18% | $15.75M | 2026 Q1 |
| MTN | 112,309 | $128.32 | Increased | 0.09% | 0.16% | $14.41M | 2026 Q1 |
| IWN | 65,455 | $189.6 | Increased | 96.45% | 0.14% | $12.41M | 2026 Q1 |
| TSM | 16,092 | $337.93 | Increased | 58.35% | 0.06% | $5.44M | 2026 Q1 |
| AJG | 19,764 | $216.56 | Increased | 28.70% | 0.05% | $4.28M | 2026 Q1 |
| MOS | 148,341 | $25.5 | Increased | 0.89% | 0.04% | $3.78M | 2026 Q1 |
| LESL | 2,882,994 | $1.12 | Increased | 1.64% | 0.04% | $3.23M | 2026 Q1 |
| BAP | 7,585 | $339.22 | Increased | 32.21% | 0.03% | $2.57M | 2026 Q1 |
| IFS | 46,465 | $50.21 | Increased | 34.03% | 0.03% | $2.33M | 2026 Q1 |
| KSPI | 22,724 | $74.06 | Increased | 72.52% | 0.02% | $1.68M | 2026 Q1 |
| VT | 9,964 | $138.3 | Buy | 100.00% | 0.02% | $1.38M | 2026 Q1 |
| VWO | 20,245 | $54.04 | Buy | 100.00% | 0.01% | $1.09M | 2026 Q1 |
| RCL | 1,740 | $275.29 | Buy | 100.00% | 0.01% | $479K | 2026 Q1 |
| VXUS | 4,685 | $77.05 | Buy | 100.00% | 0.00% | $360.98K | 2026 Q1 |