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

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

JFS Wealth Advisors's ARCC Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Ares Capital (ARCC) in Q2 2026: 219 shares worth $4.06K. The stake represents ﹤0.01% of the portfolio and ranks #1362 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in ARCC as recently as Q3 2022.

JFS Wealth Advisors first reported a position in ARCC in Q3 2021 and has held it in 6 quarters since. The position peaked at $20K in Q1 2022. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

JFS Wealth Advisors held 219 shares of Ares Capital worth $4.06K as of Q2 2026.
Ares Capital was a new JFS Wealth Advisors position in Q2 2026.
Ares Capital made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1362 holding.
JFS Wealth Advisors first reported a position in Ares Capital in Q3 2021 and has held it in 6 quarters since.
JFS Wealth Advisors's Ares Capital position peaked at $20K in Q1 2022.
786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.