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Jackson Thornton Wealth Management’s Ares Capital ARCC Stock Holding History

Jackson Thornton 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 		$610K Buy
+32,912
New +$614K 0.05% 117
2025
Q1 		– Sell
-15,272
Closed -$334K – 104
2024
Q4 		$334K Buy
+15,272
New +$329K 0.04% 60

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

Jackson Thornton Wealth Management's ARCC Position: Q2 2026 in Review

Jackson Thornton Wealth Management opened a new position in Ares Capital (ARCC) in Q2 2026: 32,912 shares worth $610K. The stake represents 0.05% of the portfolio and ranks #117 among its holdings. This is a return to the name: Jackson Thornton Wealth Management previously reported a position in ARCC as recently as Q4 2024.

Jackson Thornton Wealth Management first reported a position in ARCC in Q4 2024 and has held it in 2 quarters since. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Jackson Thornton Wealth Management held 32,912 shares of Ares Capital worth $610K as of Q2 2026.
  • Ares Capital was a new Jackson Thornton Wealth Management position in Q2 2026.
  • Ares Capital made up 0.05% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Jackson Thornton Wealth Management first reported a position in Ares Capital in Q4 2024 and has held it in 2 quarters since.
  • 787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.