BWM
ARCC icon

Bullock Wealth Management’s Ares Capital ARCC Stock Holding History

Bullock 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 		$22.4K Hold
1,202
– – 0.01% 351
2026
Q1 		$21.3K Hold
1,202
– – 0.01% 343
2025
Q4 		$24.3K Hold
1,202
– – 0.01% 324
2025
Q3 		$24.2K Hold
1,202
– – 0.01% 323
2025
Q2 		$26.5K Hold
1,202
– – 0.01% 293
2025
Q1 		$26.8K Hold
1,202
– – 0.02% 282
2024
Q4 		$26.3K Hold
1,202
– – 0.02% 296
2024
Q3 		$24.9K Hold
1,202
– – 0.02% 288
2024
Q2 		$24.9K Hold
1,202
– – 0.02% 284
2024
Q1 		$24.5K Buy
+1,202
New +$24.4K 0.02% 291

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

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

Bullock Wealth Management held its Ares Capital (ARCC) position steady in Q2 2026 at 1,202 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #351.

Bullock Wealth Management first reported a position in ARCC in Q1 2024 and has held it in 10 quarters since. The position peaked at $26.8K in Q1 2025. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Bullock Wealth Management held 1,202 shares of Ares Capital worth $22.4K as of Q2 2026.
  • Bullock Wealth Management left its Ares Capital share count unchanged in Q2 2026.
  • Ares Capital made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #351 holding.
  • Bullock Wealth Management first reported a position in Ares Capital in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Ares Capital position peaked at $26.8K in Q1 2025.
  • 787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.