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Cornerstone Wealth Group’s Ares Management ARES Stock Holding History

Cornerstone Wealth 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 		$799K Buy
7,176
+4,337
+153% +$520K 0.05% 191
2026
Q1 		$340K Buy
+2,839
New +$377K 0.02% 300

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

Cornerstone Wealth Group's ARES Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Ares Management (ARES) stake by 153% in Q2 2026, buying an estimated $520K and bringing the position to 7,176 shares worth $799K. The position accounts for 0.05% of the portfolio, ranked #191.

Cornerstone Wealth Group first reported a position in ARES in Q1 2026 and has held it in 2 quarters since. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Cornerstone Wealth Group held 7,176 shares of Ares Management worth $799K as of Q2 2026.
  • Cornerstone Wealth Group bought 4,337 Ares Management shares in Q2 2026, an estimated $520K.
  • Ares Management made up 0.05% of Cornerstone Wealth Group's portfolio in Q2 2026, its #191 holding.
  • Cornerstone Wealth Group first reported a position in Ares Management in Q1 2026 and has held it in 2 quarters since.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.