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Pinnacle Associates’s Ares Management ARES Stock Holding History

Pinnacle Associates’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 		$454K Buy
4,165
+839
+25% +$111K 0.01% 679
2025
Q4 		$538K Buy
3,326
+893
+37% +$139K 0.01% 639
2025
Q3 		$389K Sell
2,433
-55
-2% -$9.92K 0.01% 689
2025
Q2 		$431K Sell
2,488
-501
-17% -$79.2K 0.01% 659
2025
Q1 		$438K Buy
2,989
+1,007
+51% +$174K 0.01% 639
2024
Q4 		$351K Buy
+1,982
New +$338K ﹤0.01% 679

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

Pinnacle Associates's ARES Position: Q1 2026 in Review

Pinnacle Associates increased its Ares Management (ARES) stake by 25% in Q1 2026, buying an estimated $111K and bringing the position to 4,165 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #679.

Pinnacle Associates first reported a position in ARES in Q4 2024 and has held it in 6 quarters since. The position peaked at $538K in Q4 2025. 795 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Pinnacle Associates held 4,165 shares of Ares Management worth $454K as of Q1 2026.
  • Pinnacle Associates bought 839 Ares Management shares in Q1 2026, an estimated $111K.
  • Ares Management made up 0.01% of Pinnacle Associates's portfolio in Q1 2026, its #679 holding.
  • Pinnacle Associates first reported a position in Ares Management in Q4 2024 and has held it in 6 quarters since.
  • Pinnacle Associates's Ares Management position peaked at $538K in Q4 2025.
  • 795 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.