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Crestwood Advisors Group’s Ares Capital ARCC Stock Holding History

Crestwood Advisors Group’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 		$7.35M Buy
396,855
+16,414
+4% +$306K 0.11% 127
2026
Q1 		$6.86M Buy
380,441
+15,706
+4% +$304K 0.12% 126
2025
Q4 		$7.38M Buy
364,735
+98,050
+37% +$1.98M 0.12% 120
2025
Q3 		$5.44M Buy
266,685
+36,358
+16% +$808K 0.09% 131
2025
Q2 		$5.06M Buy
230,327
+30,111
+15% +$640K 0.09% 132
2025
Q1 		$4.44M Buy
200,216
+38,911
+24% +$883K 0.08% 137
2024
Q4 		$3.53M Buy
161,305
+67,423
+72% +$1.45M 0.07% 146
2024
Q3 		$1.97M Buy
93,882
+9,428
+11% +$196K 0.04% 184
2024
Q2 		$1.76M Buy
84,454
+39,704
+89% +$829K 0.04% 185
2024
Q1 		$932K Buy
+44,750
New +$907K 0.02% 223

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

Crestwood Advisors Group's ARCC Position: Q2 2026 in Review

Crestwood Advisors Group increased its Ares Capital (ARCC) stake by 4.3% in Q2 2026, buying an estimated $306K and bringing the position to 396,855 shares worth $7.35M. The position accounts for 0.11% of the portfolio, ranked #127.

Crestwood Advisors Group first reported a position in ARCC in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.38M in Q4 2025. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Crestwood Advisors Group held 396,855 shares of Ares Capital worth $7.35M as of Q2 2026.
  • Crestwood Advisors Group bought 16,414 Ares Capital shares in Q2 2026, an estimated $306K.
  • Ares Capital made up 0.11% of Crestwood Advisors Group's portfolio in Q2 2026, its #127 holding.
  • Crestwood Advisors Group first reported a position in Ares Capital in Q1 2024 and has held it in 10 quarters since.
  • Crestwood Advisors Group's Ares Capital position peaked at $7.38M in Q4 2025.
  • 786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.