EWM
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Evercore Wealth Management’s Ares Capital ARCC Stock Holding History

Evercore Wealth Management’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 		$55.7M Sell
3,007,303
-113,705
-4% -$2.12M 0.79% 38
2026
Q1 		$56.2M Buy
3,121,008
+182,651
+6% +$3.54M 0.88% 33
2025
Q4 		$59.4M Buy
2,938,357
+547,071
+23% +$11M 0.87% 32
2025
Q3 		$48.8M Buy
2,391,286
+724,913
+44% +$16.1M 0.72% 37
2025
Q2 		$36.6M Buy
1,666,373
+1,178,886
+242% +$25.1M 0.57% 41
2025
Q1 		$10.8M Sell
487,487
-545,622
-53% -$12.4M 0.17% 63
2024
Q4 		$22.6M Sell
1,033,109
-1,411
-0.1% -$30.4K 0.34% 49
2024
Q3 		$21.7M Buy
1,034,520
+621,693
+151% +$12.9M 0.32% 46
2024
Q2 		$8.6M Hold
412,827
– – 0.14% 76
2024
Q1 		$8.6M Buy
412,827
+149,282
+57% +$3.02M 0.13% 76
2023
Q4 		$5.28M Buy
+263,545
New +$5.14M 0.09% 95
2018
Q1 		– Sell
-640
Closed -$10K – 380
2017
Q4 		$10K Hold
640
– – ﹤0.01% 808
2017
Q3 		$10K Hold
640
– – ﹤0.01% 789
2017
Q2 		$10K Hold
640
– – ﹤0.01% 817
2017
Q1 		$11K Hold
640
– – ﹤0.01% 815
2016
Q4 		$11K Hold
640
– – ﹤0.01% 817
2016
Q3 		$10K Hold
640
– – ﹤0.01% 865
2016
Q2 		$9K Hold
640
– – ﹤0.01% 858
2016
Q1 		$9K Hold
640
– – ﹤0.01% 811
2015
Q4 		$9K Hold
640
– – ﹤0.01% 860
2015
Q3 		$9K Sell
640
-790
-55% -$12.4K ﹤0.01% 846
2015
Q2 		$24K Buy
1,430
+590
+70% +$9.85K ﹤0.01% 759
2015
Q1 		$14K Sell
840
-800
-49% -$13.4K ﹤0.01% 828
2014
Q4 		$25K Sell
1,640
-1,000
-38% -$15.9K ﹤0.01% 633
2014
Q3 		$42K Hold
2,640
– – ﹤0.01% 637
2014
Q2 		$47K Sell
2,640
-3,975
-60% -$68.3K ﹤0.01% 620
2014
Q1 		$117K Buy
6,615
+200
+3% +$3.57K 0.01% 460
2013
Q4 		$114K Buy
6,415
+3,975
+163% +$70.1K 0.01% 437
2013
Q3 		$42K Hold
2,440
– – ﹤0.01% 580
2013
Q2 		$42K Buy
+2,440
New +$42.6K ﹤0.01% 585

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

Evercore Wealth Management's ARCC Position: Q2 2026 in Review

Evercore Wealth Management reduced its Ares Capital (ARCC) stake by 3.6% in Q2 2026, selling an estimated $2.12M and leaving 3,007,303 shares worth $55.7M. The position accounts for 0.79% of the portfolio, ranked #38.

Evercore Wealth Management first reported a position in ARCC in Q2 2013 and has held it in 30 quarters since. The position peaked at $59.4M in Q4 2025. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Evercore Wealth Management held 3,007,303 shares of Ares Capital worth $55.7M as of Q2 2026.
  • Evercore Wealth Management sold 113,705 Ares Capital shares in Q2 2026, an estimated $2.12M.
  • Ares Capital made up 0.79% of Evercore Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Evercore Wealth Management first reported a position in Ares Capital in Q2 2013 and has held it in 30 quarters since.
  • Evercore Wealth Management's Ares Capital position peaked at $59.4M in Q4 2025.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.