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Cassaday & Co Wealth Management’s Ares Capital ARCC Stock Holding History

Cassaday & Co 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 		$100K Buy
5,402
+4,666
+634% +$87.1K ﹤0.01% 485
2026
Q1 		$13.3K Buy
+736
New +$14.2K ﹤0.01% 841

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

Cassaday & Co Wealth Management's ARCC Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Ares Capital (ARCC) stake by 634% in Q2 2026, buying an estimated $87.1K and bringing the position to 5,402 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Cassaday & Co Wealth Management first reported a position in ARCC in Q1 2026 and has held it in 2 quarters since. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Cassaday & Co Wealth Management held 5,402 shares of Ares Capital worth $100K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 4,666 Ares Capital shares in Q2 2026, an estimated $87.1K.
  • Ares Capital made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #485 holding.
  • Cassaday & Co Wealth Management first reported a position in Ares Capital in Q1 2026 and has held it in 2 quarters since.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.