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 Q2	$15.1M	Sell	813,829 -349,732	-30%	-$6.53M	0.02%	588
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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Wealth's ARCC Position: Q2 2026 in Review

Focus Partners Wealth reduced its Ares Capital (ARCC) stake by 30% in Q2 2026, selling an estimated $6.53M and leaving 813,829 shares worth $15.1M. The position accounts for 0.02% of the portfolio, ranked #588.

Focus Partners Wealth first reported a position in ARCC in Q2 2024 and has held it in 8 quarters since. The position peaked at $21M in Q1 2026. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Focus Partners Wealth held 813,829 shares of Ares Capital worth $15.1M as of Q2 2026.
Focus Partners Wealth sold 349,732 Ares Capital shares in Q2 2026, an estimated $6.53M.
Ares Capital made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #588 holding.
Focus Partners Wealth first reported a position in Ares Capital in Q2 2024 and has held it in 8 quarters since.
Focus Partners Wealth's Ares Capital position peaked at $21M in Q1 2026.
786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.