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 Q3	$206K	Sell	1,773 -1,461	-45%	-$191K	﹤0.01%	916
2026 Q2	$360K	Sell	3,234 -931	-22%	-$112K	﹤0.01%	766
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%	-$9.9K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

ICG Advisors Los Angeles, California $136M AUM 28.28% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Pinnacle Associates's ARES Position: Q3 2026 in Review

Pinnacle Associates reduced its Ares Management (ARES) stake by 45% in Q3 2026, selling an estimated $191K and leaving 1,773 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Pinnacle Associates first reported a position in ARES in Q4 2024 and has held it in 8 quarters since. The position peaked at $538K in Q4 2025. 402 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

Pinnacle Associates held 1,773 shares of Ares Management worth $206K as of Q3 2026.
Pinnacle Associates sold 1,461 Ares Management shares in Q3 2026, an estimated $191K.
Ares Management made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #916 holding.
Pinnacle Associates first reported a position in Ares Management in Q4 2024 and has held it in 8 quarters since.
Pinnacle Associates's Ares Management position peaked at $538K in Q4 2025.
402 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.