Kingswood Wealth Advisors’s Ares Capital ARCC Stock Holding History

Kingswood 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	$603K	Buy	32,567 +8,247	+34%	+$154K	0.02%	556
2026 Q1	$438K	Sell	24,320 -2,021	-8%	-$39.1K	0.02%	587
2025 Q4	$533K	Buy	26,341 +4,688	+22%	+$94.6K	0.03%	502
2025 Q3	$442K	Buy	21,653 +2,579	+14%	+$57.3K	0.03%	511
2025 Q2	$419K	Sell	19,074 -2,730	-13%	-$58.1K	0.03%	463
2025 Q1	$485K	Sell	21,804 -10,079	-32%	-$229K	0.04%	406
2024 Q4	$698K	Buy	31,883 +15,453	+94%	+$333K	0.05%	351
2024 Q3	$344K	Sell	16,430 -13,450	-45%	-$279K	0.02%	541
2024 Q2	$623K	Buy	29,880 +1,463	+5%	+$30.6K	0.06%	327
2024 Q1	$592K	Buy	28,417 +24	+0.1%	+$486	0.07%	304
2023 Q4	$569K	Buy	+28,393	New	+$554K	0.06%	312
2023 Q3	–	Sell	-20,628	Closed	-$388K	–	421
2023 Q2	$388K	Buy	+20,628	New	+$381K	0.12%	166

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

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

Kingswood Wealth Advisors increased its Ares Capital (ARCC) stake by 34% in Q2 2026, buying an estimated $154K and bringing the position to 32,567 shares worth $603K. The position accounts for 0.02% of the portfolio, ranked #556.

Kingswood Wealth Advisors first reported a position in ARCC in Q2 2023 and has held it in 12 quarters since. The position peaked at $698K in Q4 2024. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Kingswood Wealth Advisors held 32,567 shares of Ares Capital worth $603K as of Q2 2026.
Kingswood Wealth Advisors bought 8,247 Ares Capital shares in Q2 2026, an estimated $154K.
Ares Capital made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #556 holding.
Kingswood Wealth Advisors first reported a position in Ares Capital in Q2 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's Ares Capital position peaked at $698K in Q4 2024.
784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.