Accel Wealth Management
ARCC icon

Accel Wealth Management’s Ares Capital ARCC Stock Holding History

Accel Wealth Management’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.11M Buy
58,240
+1,345
+2% +$26.1K 0.24% 93
2026
Q2 		$1.05M Buy
56,895
+2,185
+4% +$40.8K 0.24% 94
2026
Q1 		$986K Sell
54,710
-412
-0.7% -$7.98K 0.26% 96
2025
Q4 		$1.12M Sell
55,122
-6,740
-11% -$136K 0.31% 80
2025
Q3 		$1.26M Buy
61,862
+10,452
+20% +$232K 0.37% 68
2025
Q2 		$1.13M Buy
51,410
+1,064
+2% +$22.6K 0.38% 70
2025
Q1 		$1.12M Buy
50,346
+3,668
+8% +$83.3K 0.4% 68
2024
Q4 		$1.02M Buy
46,678
+898
+2% +$19.4K 0.39% 65
2024
Q3 		$959K Sell
45,780
-3,946
-8% -$82K 0.36% 73
2024
Q2 		$1.04M Buy
49,726
+11,443
+30% +$239K 0.41% 61
2024
Q1 		$797K Buy
38,283
+11,580
+43% +$235K 0.34% 77
2023
Q4 		$535K Buy
+26,703
New +$521K 0.27% 95
2023
Q2 		– Sell
-905
Closed -$16.5K – 210
2023
Q1 		$16.5K Buy
+905
New +$17.1K 0.01% 762

Other funds holding ARCC

Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Accel Wealth Management's ARCC Position: Q3 2026 in Review

Accel Wealth Management increased its Ares Capital (ARCC) stake by 2.4% in Q3 2026, buying an estimated $26.1K and bringing the position to 58,240 shares worth $1.11M. The position accounts for 0.24% of the portfolio, ranked #93.

Accel Wealth Management first reported a position in ARCC in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.26M in Q3 2025. 297 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

  • Accel Wealth Management held 58,240 shares of Ares Capital worth $1.11M as of Q3 2026.
  • Accel Wealth Management bought 1,345 Ares Capital shares in Q3 2026, an estimated $26.1K.
  • Ares Capital made up 0.24% of Accel Wealth Management's portfolio in Q3 2026, its #93 holding.
  • Accel Wealth Management first reported a position in Ares Capital in Q1 2023 and has held it in 13 quarters since.
  • Accel Wealth Management's Ares Capital position peaked at $1.26M in Q3 2025.
  • 297 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.