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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
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% -$9.92K 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 $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

Pinnacle Associates's ARES Position: Q2 2026 in Review

Pinnacle Associates reduced its Ares Management (ARES) stake by 22% in Q2 2026, selling an estimated $112K and leaving 3,234 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Pinnacle Associates first reported a position in ARES in Q4 2024 and has held it in 7 quarters since. The position peaked at $538K in Q4 2025. 808 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Pinnacle Associates held 3,234 shares of Ares Management worth $360K as of Q2 2026.
  • Pinnacle Associates sold 931 Ares Management shares in Q2 2026, an estimated $112K.
  • Ares Management made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #766 holding.
  • Pinnacle Associates first reported a position in Ares Management in Q4 2024 and has held it in 7 quarters since.
  • Pinnacle Associates's Ares Management position peaked at $538K in Q4 2025.
  • 808 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.