Allied Private Wealth’s Ares Capital ARCC Stock Holding History

Allied Private Wealth’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	$21.8K	Buy	+1,186	New	+$22.1K	0.01%	378

Other funds holding ARCC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allied Private Wealth's ARCC Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Ares Capital (ARCC) in Q2 2026: 1,186 shares worth $21.8K. The stake represents 0.01% of the portfolio and ranks #378 among its holdings.

784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Allied Private Wealth held 1,186 shares of Ares Capital worth $21.8K as of Q2 2026.
Ares Capital was a new Allied Private Wealth position in Q2 2026.
Ares Capital made up 0.01% of Allied Private Wealth's portfolio in Q2 2026, its #378 holding.
784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.