Focus Partners Wealth
ARCC icon

Focus Partners Wealth’s Ares Capital ARCC Stock Holding History

Focus Partners Wealth’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
Q1 		$21M Buy
1,163,561
+464,634
+66% +$8.99M 0.02% 487
2025
Q4 		$14.1M Buy
698,927
+619,172
+776% +$12.5M 0.02% 587
2025
Q3 		$1.63M Buy
79,755
+23,602
+42% +$525K ﹤0.01% 1091
2025
Q2 		$1.23M Buy
56,153
+2,087
+4% +$44.4K ﹤0.01% 1056
2025
Q1 		$1.2M Sell
54,066
-3,514
-6% -$79.8K ﹤0.01% 998
2024
Q4 		$1.26M Buy
+57,580
New +$1.24M ﹤0.01% 983
2024
Q3 		– Sell
-37,779
Closed -$787K – 1576
2024
Q2 		$787K Buy
+37,779
New +$789K ﹤0.01% 848

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Focus Partners Wealth's ARCC Position: Q1 2026 in Review

Focus Partners Wealth increased its Ares Capital (ARCC) stake by 66% in Q1 2026, buying an estimated $8.99M and bringing the position to 1,163,561 shares worth $21M. The position accounts for 0.02% of the portfolio, ranked #487.

Focus Partners Wealth first reported a position in ARCC in Q2 2024 and has held it in 7 quarters since. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Focus Partners Wealth held 1,163,561 shares of Ares Capital worth $21M as of Q1 2026.
  • Focus Partners Wealth bought 464,634 Ares Capital shares in Q1 2026, an estimated $8.99M.
  • Ares Capital made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #487 holding.
  • Focus Partners Wealth first reported a position in Ares Capital in Q2 2024 and has held it in 7 quarters since.
  • 807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.