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 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

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

Baugh & Associates Atlanta, Georgia $226M AUM 41.8% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return