JFS Wealth Advisors
ARCC icon

JFS Wealth Advisors’s Ares Capital ARCC Stock Holding History

JFS Wealth Advisors’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
Q3 		$4.18K Hold
219
– – ﹤0.01% 1313
2026
Q2 		$4.06K Buy
+219
New +$4.09K ﹤0.01% 1362
2022
Q4 		– Sell
-941
Closed -$16K – 1950
2022
Q3 		$16K Hold
941
– – ﹤0.01% 614
2022
Q2 		$17K Hold
941
– – ﹤0.01% 615
2022
Q1 		$20K Hold
941
– – ﹤0.01% 604
2021
Q4 		$20K Hold
941
– – ﹤0.01% 562
2021
Q3 		$19K Buy
+941
New +$18.9K ﹤0.01% 550

Other funds holding ARCC

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Advisors Capital Management
Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

JFS Wealth Advisors's ARCC Position: Q3 2026 in Review

JFS Wealth Advisors held its Ares Capital (ARCC) position steady in Q3 2026 at 219 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

JFS Wealth Advisors first reported a position in ARCC in Q3 2021 and has held it in 7 quarters since. The position peaked at $20K in Q1 2022. 600 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

  • JFS Wealth Advisors held 219 shares of Ares Capital worth $4.18K as of Q3 2026.
  • JFS Wealth Advisors left its Ares Capital share count unchanged in Q3 2026.
  • Ares Capital made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1313 holding.
  • JFS Wealth Advisors first reported a position in Ares Capital in Q3 2021 and has held it in 7 quarters since.
  • JFS Wealth Advisors's Ares Capital position peaked at $20K in Q1 2022.
  • 600 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.