AWM
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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
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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Accel Wealth Management's ARCC Position: Q2 2026 in Review

Accel Wealth Management increased its Ares Capital (ARCC) stake by 4% in Q2 2026, buying an estimated $40.8K and bringing the position to 56,895 shares worth $1.05M. The position accounts for 0.24% of the portfolio, ranked #94.

Accel Wealth Management first reported a position in ARCC in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.26M in Q3 2025. 194 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Accel Wealth Management held 56,895 shares of Ares Capital worth $1.05M as of Q2 2026.
  • Accel Wealth Management bought 2,185 Ares Capital shares in Q2 2026, an estimated $40.8K.
  • Ares Capital made up 0.24% of Accel Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Accel Wealth Management first reported a position in Ares Capital in Q1 2023 and has held it in 12 quarters since.
  • Accel Wealth Management's Ares Capital position peaked at $1.26M in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.