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Pinnacle Wealth Planning Services’s Ares Management ARES Stock Holding History

Pinnacle Wealth Planning Services’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 		$20.9K Buy
188
+44
+31% +$5.28K ﹤0.01% 1762
2026
Q1 		$15.7K Sell
144
-367
-72% -$48.7K ﹤0.01% 1805
2025
Q4 		$82.6K Buy
+511
New +$79.6K 0.01% 885
2021
Q1 		– Sell
-695
Closed -$33K – 448
2020
Q4 		$33K Buy
+695
New +$31.4K 0.01% 958

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 Wealth Planning Services's ARES Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Ares Management (ARES) stake by 31% in Q2 2026, buying an estimated $5.28K and bringing the position to 188 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

Pinnacle Wealth Planning Services first reported a position in ARES in Q4 2020 and has held it in 4 quarters since. The position peaked at $82.6K in Q4 2025. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Pinnacle Wealth Planning Services held 188 shares of Ares Management worth $20.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 44 Ares Management shares in Q2 2026, an estimated $5.28K.
  • Ares Management made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1762 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ares Management in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Ares Management position peaked at $82.6K in Q4 2025.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.