BWM
ARCC icon

BKM Wealth Management’s Ares Capital ARCC Stock Holding History

BKM 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 		$1.04M Buy
56,152
+6,158
+12% +$115K 0.37% 74
2026
Q1 		$901K Buy
49,994
+2,997
+6% +$58K 0.33% 77
2025
Q4 		$951K Buy
46,997
+4,603
+11% +$92.8K 0.35% 76
2025
Q3 		$865K Buy
42,394
+525
+1% +$11.7K 0.32% 77
2025
Q2 		$919K Sell
41,869
-252
-0.6% -$5.36K 0.36% 72
2025
Q1 		$933K Sell
42,121
-267
-0.6% -$6.06K 0.38% 65
2024
Q4 		$928K Buy
42,388
+767
+2% +$16.5K 0.38% 67
2024
Q3 		$872K Sell
41,621
-1,176
-3% -$24.4K 0.35% 77
2024
Q2 		$892K Buy
42,797
+3,536
+9% +$73.9K 0.43% 71
2024
Q1 		$817K Buy
39,261
+2,096
+6% +$42.5K 0.35% 77
2023
Q4 		$744K Buy
+37,165
New +$725K 0.32% 77

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

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

BKM Wealth Management increased its Ares Capital (ARCC) stake by 12% in Q2 2026, buying an estimated $115K and bringing the position to 56,152 shares worth $1.04M. The position accounts for 0.37% of the portfolio, ranked #74.

BKM Wealth Management first reported a position in ARCC in Q4 2023 and has held it in 11 quarters since. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • BKM Wealth Management held 56,152 shares of Ares Capital worth $1.04M as of Q2 2026.
  • BKM Wealth Management bought 6,158 Ares Capital shares in Q2 2026, an estimated $115K.
  • Ares Capital made up 0.37% of BKM Wealth Management's portfolio in Q2 2026, its #74 holding.
  • BKM Wealth Management first reported a position in Ares Capital in Q4 2023 and has held it in 11 quarters since.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.