EP Wealth Advisors’s Ares Capital ARCC Stock Holding History

EP 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	$262K	Buy	+14,131	New	+$264K	﹤0.01%	1367
2025 Q2	–	Sell	-14,238	Closed	-$316K	–	1423
2025 Q1	$316K	Buy	+14,238	New	+$323K	﹤0.01%	894
2017 Q3	–	Sell	-37,000	Closed	-$606K	–	178
2017 Q2	$606K	Sell	37,000 -13,000	-26%	-$219K	0.07%	95
2017 Q1	$869K	Buy	+50,000	New	+$864K	0.12%	65

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

EP Wealth Advisors's ARCC Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Ares Capital (ARCC) in Q2 2026: 14,131 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #1367 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in ARCC as recently as Q1 2025.

EP Wealth Advisors first reported a position in ARCC in Q1 2017 and has held it in 4 quarters since. The position peaked at $869K in Q1 2017. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

EP Wealth Advisors held 14,131 shares of Ares Capital worth $262K as of Q2 2026.
Ares Capital was a new EP Wealth Advisors position in Q2 2026.
Ares Capital made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1367 holding.
EP Wealth Advisors first reported a position in Ares Capital in Q1 2017 and has held it in 4 quarters since.
EP Wealth Advisors's Ares Capital position peaked at $869K in Q1 2017.
786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.