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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Ares Capital ARCC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$843K Buy
45,481
+43,017
+1,746% +$803K 0.23% 68
2026
Q1 		$44.4K Buy
2,464
+65
+3% +$1.26K 0.01% 310
2025
Q4 		$48.5K Buy
2,399
+56
+2% +$1.13K 0.01% 305
2025
Q3 		$47.8K Buy
2,343
+53
+2% +$1.18K 0.02% 276
2025
Q2 		$50.3K Buy
2,290
+49
+2% +$1.04K 0.02% 266
2025
Q1 		$49.7K Buy
+2,241
New +$50.9K 0.02% 261

Other funds holding ARCC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ARCC Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Ares Capital (ARCC) stake by 1,746% in Q2 2026, buying an estimated $803K and bringing the position to 45,481 shares worth $843K. The position accounts for 0.23% of the portfolio, ranked #68.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ARCC in Q1 2025 and has held it in 6 quarters since. 482 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 45,481 shares of Ares Capital worth $843K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 43,017 Ares Capital shares in Q2 2026, an estimated $803K.
  • Ares Capital made up 0.23% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #68 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Ares Capital in Q1 2025 and has held it in 6 quarters since.
  • 482 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.