BPA
ARCC icon

Beacon Pointe Advisors’s Ares Capital ARCC Stock Holding History

Beacon Pointe 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 		$10.8M Buy
580,351
+145,289
+33% +$2.71M 0.05% 322
2026
Q1 		$7.84M Buy
435,062
+178,130
+69% +$3.45M 0.04% 371
2025
Q4 		$5.2M Sell
256,932
-161,706
-39% -$3.26M 0.04% 375
2025
Q3 		$8.54M Buy
418,638
+86,316
+26% +$1.92M 0.07% 252
2025
Q2 		$7.3M Buy
332,322
+16,144
+5% +$343K 0.08% 233
2025
Q1 		$7.01M Buy
316,178
+52,588
+20% +$1.19M 0.08% 224
2024
Q4 		$5.77M Buy
263,590
+35,008
+15% +$755K 0.06% 253
2024
Q3 		$4.79M Buy
228,582
+4,210
+2% +$87.4K 0.06% 299
2024
Q2 		$4.68M Sell
224,372
-7,000
-3% -$146K 0.06% 298
2024
Q1 		$4.82M Buy
231,372
+37,115
+19% +$752K 0.05% 293
2023
Q4 		$3.89M Buy
194,257
+36,039
+23% +$703K 0.05% 341
2023
Q3 		$3.08M Buy
158,218
+119,579
+309% +$2.32M 0.04% 365
2023
Q2 		$726K Sell
38,639
-535
-1% -$9.88K 0.01% 607
2023
Q1 		$716K Buy
39,174
+5,191
+15% +$98.1K 0.01% 641
2022
Q4 		$628K Buy
33,983
+19,617
+137% +$368K 0.01% 621
2022
Q3 		$243K Sell
14,366
-2,846
-17% -$55K 0.01% 857
2022
Q2 		$310K Buy
17,212
+4,200
+32% +$82.8K 0.01% 808
2022
Q1 		$273K Sell
13,012
-17,468
-57% -$372K ﹤0.01% 1015
2021
Q4 		$646K Buy
30,480
+16,694
+121% +$347K 0.02% 484
2021
Q3 		$280K Sell
13,786
-9,396
-41% -$188K 0.01% 729
2021
Q2 		$454K Buy
+23,182
New +$449K 0.02% 507
2021
Q1 		– Sell
-23,454
Closed -$396K – 529
2020
Q4 		$396K Buy
+23,454
New +$364K 0.03% 313

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beacon Pointe Advisors's ARCC Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Ares Capital (ARCC) stake by 33% in Q2 2026, buying an estimated $2.71M and bringing the position to 580,351 shares worth $10.8M. The position accounts for 0.05% of the portfolio, ranked #322.

Beacon Pointe Advisors first reported a position in ARCC in Q4 2020 and has held it in 22 quarters since. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Beacon Pointe Advisors held 580,351 shares of Ares Capital worth $10.8M as of Q2 2026.
  • Beacon Pointe Advisors bought 145,289 Ares Capital shares in Q2 2026, an estimated $2.71M.
  • Ares Capital made up 0.05% of Beacon Pointe Advisors's portfolio in Q2 2026, its #322 holding.
  • Beacon Pointe Advisors first reported a position in Ares Capital in Q4 2020 and has held it in 22 quarters since.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.