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 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 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's ARES Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Ares Management (ARES) stake by 72% in Q1 2026, selling an estimated $48.7K and leaving 144 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

Pinnacle Wealth Planning Services first reported a position in ARES in Q4 2020 and has held it in 3 quarters since. The position peaked at $82.6K in Q4 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Pinnacle Wealth Planning Services held 144 shares of Ares Management worth $15.7K as of Q1 2026.
Pinnacle Wealth Planning Services sold 367 Ares Management shares in Q1 2026, an estimated $48.7K.
Ares Management made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1805 holding.
Pinnacle Wealth Planning Services first reported a position in Ares Management in Q4 2020 and has held it in 3 quarters since.
Pinnacle Wealth Planning Services's Ares Management position peaked at $82.6K in Q4 2025.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.