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EverSource Wealth Advisors’s Ares Capital ARCC Stock Holding History

EverSource 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 		$192K Sell
10,363
-368
-3% -$6.87K 0.01% 1021
2026
Q1 		$193K Buy
10,731
+469
+5% +$9.08K 0.01% 1076
2025
Q4 		$208K Sell
10,262
-1,863
-15% -$37.6K 0.01% 930
2025
Q3 		$247K Buy
12,125
+1,817
+18% +$40.4K 0.01% 805
2025
Q2 		$226K Buy
10,308
+286
+3% +$6.08K 0.01% 807
2025
Q1 		$222K Sell
10,022
-1,151
-10% -$26.1K 0.01% 621
2024
Q4 		$245K Buy
11,173
+28
+0.3% +$604 0.01% 578
2024
Q3 		$233K Buy
11,145
+125
+1% +$2.6K 0.01% 511
2024
Q2 		$231K Buy
11,020
+2,275
+26% +$47.5K 0.02% 511
2024
Q1 		$180K Sell
8,745
-381
-4% -$7.72K 0.01% 521
2023
Q4 		$183K Sell
9,126
-350
-4% -$6.83K 0.02% 455
2023
Q3 		$184K Hold
9,476
– – 0.02% 416
2023
Q2 		$178K Buy
9,476
+1,246
+15% +$23K 0.02% 424
2023
Q1 		$150K Sell
8,230
-479
-6% -$9.05K 0.02% 434
2022
Q4 		$161K Buy
+8,709
New +$164K 0.02% 385

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

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

EverSource Wealth Advisors reduced its Ares Capital (ARCC) stake by 3.4% in Q2 2026, selling an estimated $6.87K and leaving 10,363 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #1021.

EverSource Wealth Advisors first reported a position in ARCC in Q4 2022 and has held it in 15 quarters since. The position peaked at $247K in Q3 2025. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • EverSource Wealth Advisors held 10,363 shares of Ares Capital worth $192K as of Q2 2026.
  • EverSource Wealth Advisors sold 368 Ares Capital shares in Q2 2026, an estimated $6.87K.
  • Ares Capital made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1021 holding.
  • EverSource Wealth Advisors first reported a position in Ares Capital in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Ares Capital position peaked at $247K in Q3 2025.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.