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B. Riley Wealth Advisors’s Ares Capital ARCC Stock Holding History

B. Riley Wealth Advisors’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 		$194K Sell
10,479
-1,351
-11% -$25.2K 0.01% 781
2026
Q1 		$210K Sell
11,830
-12,367
-51% -$239K 0.01% 708
2025
Q4 		$490K Sell
24,197
-985
-4% -$19.9K 0.02% 526
2025
Q3 		$514K Sell
25,182
-9
-0% -$200 0.02% 515
2025
Q2 		$553K Buy
+25,191
New +$536K 0.03% 497
2024
Q4 		$1.16M Sell
52,809
-13,409
-20% -$289K 0.04% 409
2024
Q3 		$1.39M Sell
66,218
-62,443
-49% -$1.3M 0.04% 410
2024
Q2 		$2.68M Sell
128,661
-2,472
-2% -$51.6K 0.07% 273
2024
Q1 		$2.55M Sell
131,133
-21,997
-14% -$446K 0.07% 283
2023
Q4 		$3.07M Buy
153,130
+21,997
+17% +$429K 0.08% 250
2023
Q3 		$2.55M Sell
131,133
-10,178
-7% -$197K 0.07% 283
2023
Q2 		$2.66M Sell
141,311
-4,856
-3% -$89.7K 0.06% 298
2023
Q1 		$2.67M Buy
146,167
+710
+0.5% +$13.4K 0.07% 274
2022
Q4 		$2.69M Sell
145,457
-3,140
-2% -$59K 0.08% 268
2022
Q3 		$2.51M Buy
148,597
+34,942
+31% +$676K 0.08% 260
2022
Q2 		$2.04M Sell
113,655
-7,688
-6% -$152K 0.09% 243
2022
Q1 		$2.54M Buy
121,343
+25,146
+26% +$536K 0.08% 247
2021
Q4 		$2.04M Buy
96,197
+2,761
+3% +$57.3K 0.06% 345
2021
Q3 		$1.9M Buy
93,436
+5,589
+6% +$112K 0.06% 348
2021
Q2 		$1.72M Buy
87,847
+13,085
+18% +$253K 0.06% 375
2021
Q1 		$1.39M Buy
74,762
+32,156
+75% +$578K 0.05% 398
2020
Q4 		$720K Sell
42,606
-4,959
-10% -$76.9K 0.04% 424
2020
Q3 		$673K Buy
47,565
+12,874
+37% +$183K 0.04% 428
2020
Q2 		$502K Sell
34,691
-1,076
-3% -$14.5K 0.03% 457
2020
Q1 		$386K Buy
35,767
+18,615
+109% +$314K 0.03% 467
2019
Q4 		$321K Sell
17,152
-1,091
-6% -$20.3K 0.03% 570
2019
Q3 		$341K Sell
18,243
-3,573
-16% -$66.3K 0.03% 542
2019
Q2 		$391K Buy
21,816
+4,828
+28% +$85.4K 0.04% 471
2019
Q1 		$291K Sell
16,988
-25,443
-60% -$426K 0.04% 506
2018
Q4 		$661K Sell
42,431
-5,848
-12% -$96.7K 0.09% 231
2018
Q3 		$830K Buy
48,279
+3,917
+9% +$67.1K 0.1% 219
2018
Q2 		$730K Buy
44,362
+29,152
+192% +$479K 0.1% 227
2018
Q1 		$242K Buy
15,210
+1,329
+10% +$21.1K 0.03% 519
2017
Q4 		$219K Buy
13,881
+3,029
+28% +$49.2K 0.03% 553
2017
Q3 		$178K Buy
+10,852
New +$176K 0.03% 502
2015
Q3 		– Sell
-12,690
Closed -$210K – 565
2015
Q2 		$210K Sell
12,690
-2,179
-15% -$36.4K 0.05% 441
2015
Q1 		$255K Buy
14,869
+8,767
+144% +$146K 0.06% 406
2014
Q4 		$95 Buy
+6,102
New +$97.3K ﹤0.01% 1774
2014
Q3 		– Sell
-7,177
Closed -$128K – 728
2014
Q2 		$128K Buy
7,177
+2,160
+43% +$37.1K 0.03% 624
2014
Q1 		$88K Hold
5,017
– – 0.03% 646
2013
Q4 		$89K Sell
5,017
-890
-15% -$15.7K 0.03% 574
2013
Q3 		$102K Hold
5,907
– – 0.03% 538
2013
Q2 		$102K Buy
+5,907
New +$103K 0.03% 537

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
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 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
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
FCMA
Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

B. Riley Wealth Advisors's ARCC Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Ares Capital (ARCC) stake by 11% in Q2 2026, selling an estimated $25.2K and leaving 10,479 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #781.

B. Riley Wealth Advisors first reported a position in ARCC in Q2 2013 and has held it in 43 quarters since. The position peaked at $3.07M in Q4 2023. 165 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • B. Riley Wealth Advisors held 10,479 shares of Ares Capital worth $194K as of Q2 2026.
  • B. Riley Wealth Advisors sold 1,351 Ares Capital shares in Q2 2026, an estimated $25.2K.
  • Ares Capital made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #781 holding.
  • B. Riley Wealth Advisors first reported a position in Ares Capital in Q2 2013 and has held it in 43 quarters since.
  • B. Riley Wealth Advisors's Ares Capital position peaked at $3.07M in Q4 2023.
  • 165 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.