Challenger Wealth Management’s Ares Capital ARCC Stock Holding History

Challenger 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	$3.64M	Sell	196,435 -28,745	-13%	-$537K	2.68%	10
2026 Q1	$4.06M	Sell	225,180 -20,611	-8%	-$399K	3.24%	8
2025 Q4	$4.97M	Buy	245,791 +3,437	+1%	+$69.3K	3.79%	6
2025 Q3	$4.95M	Sell	242,354 -7,324	-3%	-$163K	3.87%	5
2025 Q2	$5.48M	Buy	249,678 +11,739	+5%	+$250K	3.8%	4
2025 Q1	$5.27M	Buy	237,939 +20,941	+10%	+$475K	4.18%	4
2024 Q4	$4.75M	Buy	+216,998	New	+$4.68M	4.09%	6

Other funds holding ARCC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Challenger Wealth Management reduced its Ares Capital (ARCC) stake by 13% in Q2 2026, selling an estimated $537K and leaving 196,435 shares worth $3.64M. The position accounts for 2.68% of the portfolio, ranked #10.

Challenger Wealth Management first reported a position in ARCC in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.48M in Q2 2025. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Challenger Wealth Management held 196,435 shares of Ares Capital worth $3.64M as of Q2 2026.
Challenger Wealth Management sold 28,745 Ares Capital shares in Q2 2026, an estimated $537K.
Ares Capital made up 2.68% of Challenger Wealth Management's portfolio in Q2 2026, its #10 holding.
Challenger Wealth Management first reported a position in Ares Capital in Q4 2024 and has held it in 7 quarters since.
Challenger Wealth Management's Ares Capital position peaked at $5.48M in Q2 2025.
786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Challenger Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.