Golden State Wealth Management’s Ares Capital ARCC Stock Holding History

Golden State 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	$63.6K	Sell	3,430 -1,200	-26%	-$22.4K	0.01%	673
2026 Q1	$83.4K	Hold	4,630	–	–	0.01%	559
2025 Q4	$93.7K	Hold	4,630	–	–	0.01%	537
2025 Q3	$94.5K	Hold	4,630	–	–	0.01%	518
2025 Q2	$102K	Sell	4,630 -15,003	-76%	-$319K	0.01%	477
2025 Q1	$435K	Buy	19,633 +385	+2%	+$8.74K	0.06%	226
2024 Q4	$421K	Buy	+19,248	New	+$415K	0.06%	221
2020 Q4	–	Sell	-4,744	Closed	-$66K	–	241
2020 Q3	$66K	Buy	+4,744	New	+$67.5K	0.02%	305
2020 Q2	–	Sell	-16,119	Closed	-$174K	–	303
2020 Q1	$174K	Buy	+16,119	New	+$272K	0.08%	173
2019 Q4	–	Sell	-16,727	Closed	-$312K	–	104
2019 Q3	$312K	Buy	16,727 +2,709	+19%	+$50.2K	0.1%	151
2019 Q2	$251K	Buy	14,018 +8	+0.1%	+$142	0.08%	192
2019 Q1	$240K	Buy	+14,010	New	+$235K	0.08%	202

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

Golden State Wealth Management's ARCC Position: Q2 2026 in Review

Golden State Wealth Management reduced its Ares Capital (ARCC) stake by 26% in Q2 2026, selling an estimated $22.4K and leaving 3,430 shares worth $63.6K. The position accounts for 0.01% of the portfolio, ranked #673.

Golden State Wealth Management first reported a position in ARCC in Q1 2019 and has held it in 12 quarters since. The position peaked at $435K in Q1 2025. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Golden State Wealth Management held 3,430 shares of Ares Capital worth $63.6K as of Q2 2026.
Golden State Wealth Management sold 1,200 Ares Capital shares in Q2 2026, an estimated $22.4K.
Ares Capital made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #673 holding.
Golden State Wealth Management first reported a position in Ares Capital in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's Ares Capital position peaked at $435K in Q1 2025.
784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.