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
2025 Q2	–	Sell
2025 Q1	$316K	Buy
2017 Q3	–	Sell
2017 Q2	$606K	Sell
2017 Q1	$869K	Buy