IWN
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Independent Wealth Network’s Ares Capital ARCC Stock Holding History

Independent Wealth Network’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 		$1.28M Buy
69,058
+13,563
+24% +$253K 0.33% 79
2026
Q1 		$1M Buy
55,495
+2,254
+4% +$43.6K 0.3% 96
2025
Q4 		$1.08M Buy
53,241
+2,673
+5% +$53.9K 0.33% 76
2025
Q3 		$1.03M Buy
50,568
+814
+2% +$18.1K 0.33% 75
2025
Q2 		$1.09M Sell
49,754
-20
-0% -$425 0.4% 63
2025
Q1 		$1.1M Buy
49,774
+2,269
+5% +$51.5K 0.44% 58
2024
Q4 		$1.04M Buy
47,505
+2,941
+7% +$63.5K 0.42% 61
2024
Q3 		$933K Sell
44,564
-11
-0% -$228 0.41% 65
2024
Q2 		$929K Buy
44,575
+895
+2% +$18.7K 0.43% 61
2024
Q1 		$909K Buy
43,680
+2,055
+5% +$41.6K 0.43% 59
2023
Q4 		$834K Buy
41,625
+10,493
+34% +$205K 0.44% 58
2023
Q3 		$606K Buy
31,132
+1,228
+4% +$23.8K 0.37% 67
2023
Q2 		$562K Buy
29,904
+654
+2% +$12.1K 0.34% 75
2023
Q1 		$535K Buy
29,250
+441
+2% +$8.34K 0.34% 70
2022
Q4 		$532K Buy
28,809
+1,213
+4% +$22.8K 0.36% 63
2022
Q3 		$466K Sell
27,596
-535
-2% -$10.3K 0.36% 68
2022
Q2 		$504K Buy
28,131
+22
+0.1% +$434 0.36% 69
2022
Q1 		$589K Buy
28,109
+628
+2% +$13.4K 0.37% 70
2021
Q4 		$582K Buy
27,481
+438
+2% +$9.1K 0.36% 73
2021
Q3 		$569K Buy
+27,043
New +$542K 0.37% 75

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

Independent Wealth Network's ARCC Position: Q2 2026 in Review

Independent Wealth Network increased its Ares Capital (ARCC) stake by 24% in Q2 2026, buying an estimated $253K and bringing the position to 69,058 shares worth $1.28M. The position accounts for 0.33% of the portfolio, ranked #79.

Independent Wealth Network first reported a position in ARCC in Q3 2021 and has held it in 20 quarters since. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Independent Wealth Network held 69,058 shares of Ares Capital worth $1.28M as of Q2 2026.
  • Independent Wealth Network bought 13,563 Ares Capital shares in Q2 2026, an estimated $253K.
  • Ares Capital made up 0.33% of Independent Wealth Network's portfolio in Q2 2026, its #79 holding.
  • Independent Wealth Network first reported a position in Ares Capital in Q3 2021 and has held it in 20 quarters since.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.