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Cypress Wealth Services’s Ares Capital ARCC Stock Holding History

Cypress Wealth Services’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 		$605K Buy
32,675
+18,096
+124% +$338K 0.07% 206
2026
Q1 		$263K Sell
14,579
-236
-2% -$4.57K 0.04% 328
2025
Q4 		$300K Sell
14,815
-2,694
-15% -$54.3K 0.04% 304
2025
Q3 		$357K Sell
17,509
-898
-5% -$20K 0.06% 219
2025
Q2 		$404K Sell
18,407
-235
-1% -$5K 0.07% 193
2025
Q1 		$413K Buy
18,642
+215
+1% +$4.88K 0.08% 171
2024
Q4 		$403K Buy
+18,427
New +$398K 0.08% 173

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

Cypress Wealth Services's ARCC Position: Q2 2026 in Review

Cypress Wealth Services increased its Ares Capital (ARCC) stake by 124% in Q2 2026, buying an estimated $338K and bringing the position to 32,675 shares worth $605K. The position accounts for 0.07% of the portfolio, ranked #206.

Cypress Wealth Services first reported a position in ARCC in Q4 2024 and has held it in 7 quarters since. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Cypress Wealth Services held 32,675 shares of Ares Capital worth $605K as of Q2 2026.
  • Cypress Wealth Services bought 18,096 Ares Capital shares in Q2 2026, an estimated $338K.
  • Ares Capital made up 0.07% of Cypress Wealth Services's portfolio in Q2 2026, its #206 holding.
  • Cypress Wealth Services first reported a position in Ares Capital in Q4 2024 and has held it in 7 quarters since.
  • 787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.