Cyndeo Wealth Partners’s Ares Capital ARCC Stock Holding History

Cyndeo Wealth Partners’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 Q1	–	Sell	-12,192	Closed	-$247K	–	481
2025 Q4	$247K	Sell	12,192 -782	-6%	-$15.8K	0.01%	434
2025 Q3	$265K	Buy	12,974 +291	+2%	+$6.47K	0.01%	413
2025 Q2	$279K	Sell	12,683 -5,997	-32%	-$128K	0.02%	398
2025 Q1	$414K	Sell	18,680 -468	-2%	-$10.6K	0.03%	321
2024 Q4	$419K	Buy	19,148 +430	+2%	+$9.28K	0.03%	322
2024 Q3	$392K	Buy	+18,718	New	+$389K	0.03%	327

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

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

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

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

Cyndeo Wealth Partners's ARCC Position: Q1 2026 in Review

Cyndeo Wealth Partners sold out of Ares Capital (ARCC) in Q1 2026, closing a stake of 12,192 shares — an estimated $247K sold.

Cyndeo Wealth Partners first reported a position in ARCC in Q3 2024 and held it in 6 quarters. The position peaked at $419K in Q4 2024. 811 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

Cyndeo Wealth Partners reported no remaining Ares Capital position as of Q1 2026 after selling out during the quarter.
Cyndeo Wealth Partners sold 12,192 Ares Capital shares in Q1 2026, an estimated $247K.
Cyndeo Wealth Partners first reported a position in Ares Capital in Q3 2024 and held it in 6 quarters.
Cyndeo Wealth Partners's Ares Capital position peaked at $419K in Q4 2024.
811 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.