CCWA
ARCC icon

CLA (CliftonLarsonAllen) Wealth Advisors’s Ares Capital ARCC Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$273K Buy
+14,745
New +$275K ﹤0.01% 244
2026
Q1 		– Sell
-10,955
Closed -$222K – 223
2025
Q4 		$222K Buy
+10,955
New +$221K ﹤0.01% 208

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

CLA (CliftonLarsonAllen) Wealth Advisors's ARCC Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in Ares Capital (ARCC) in Q2 2026: 14,745 shares worth $273K. The stake represents ﹤0.01% of the portfolio and ranks #244 among its holdings. This is a return to the name: CLA (CliftonLarsonAllen) Wealth Advisors previously reported a position in ARCC as recently as Q4 2025.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in ARCC in Q4 2025 and has held it in 2 quarters since. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 14,745 shares of Ares Capital worth $273K as of Q2 2026.
  • Ares Capital was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q2 2026.
  • Ares Capital made up ﹤0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #244 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Ares Capital in Q4 2025 and has held it in 2 quarters since.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.