ACM
ARDC

Anfield Capital Management’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Anfield Capital Management’s Portfolio ARDC Stock Details ARDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$167K Buy
13,744
+1,135
+9% +$14.7K 0.05% 143
2025
Q4 		$168K Buy
12,609
+4,462
+55% +$60.5K 0.05% 103
2025
Q3 		$115K Hold
8,147
– – 0.03% 115
2025
Q2 		$116K Buy
8,147
+375
+5% +$5.18K 0.04% 108
2025
Q1 		$110K Buy
7,772
+2,047
+36% +$30.4K 0.04% 100
2024
Q4 		$86.5K Hold
5,725
– – 0.03% 102
2024
Q3 		$87.5K Buy
5,725
+1,381
+32% +$20.9K 0.03% 103
2024
Q2 		$64.7K Buy
4,344
+172
+4% +$2.47K 0.03% 96
2024
Q1 		$59.4K Buy
+4,172
New +$57.4K 0.03% 97

Other funds holding ARDC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Anfield Capital Management's ARDC Position: Q1 2026 in Review

Anfield Capital Management increased its Are Dynamic Credit Allocation Fund (ARDC) stake by 9% in Q1 2026, buying an estimated $14.7K and bringing the position to 13,744 shares worth $167K. The position accounts for 0.05% of the portfolio, ranked #143.

Anfield Capital Management first reported a position in ARDC in Q1 2024 and has held it in 9 quarters since. The position peaked at $168K in Q4 2025. 66 funds tracked by Wall St. Rank hold ARDC as of Q1 2026.

  • Anfield Capital Management held 13,744 shares of Are Dynamic Credit Allocation Fund worth $167K as of Q1 2026.
  • Anfield Capital Management bought 1,135 Are Dynamic Credit Allocation Fund shares in Q1 2026, an estimated $14.7K.
  • Are Dynamic Credit Allocation Fund made up 0.05% of Anfield Capital Management's portfolio in Q1 2026, its #143 holding.
  • Anfield Capital Management first reported a position in Are Dynamic Credit Allocation Fund in Q1 2024 and has held it in 9 quarters since.
  • Anfield Capital Management's Are Dynamic Credit Allocation Fund position peaked at $168K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.