Left Brain Wealth Management
ARCC icon

Left Brain Wealth Management’s Ares Capital ARCC Stock Holding History

Left Brain 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
Q3 		$2.05M Buy
+107,326
New +$2.08M 0.65% 36
2026
Q1 		– Sell
-31,834
Closed -$644K – 80
2025
Q4 		$644K Buy
31,834
+1,944
+7% +$39.2K 0.22% 51
2025
Q3 		$610K Buy
29,890
+20,095
+205% +$447K 0.19% 63
2025
Q2 		$215K Sell
9,795
-73,750
-88% -$1.57M 0.08% 93
2025
Q1 		$1.85M Buy
83,545
+13,270
+19% +$301K 0.81% 40
2024
Q4 		$1.54M Buy
70,275
+31,890
+83% +$688K 0.58% 43
2024
Q3 		$804K Buy
38,385
+11,460
+43% +$238K 0.37% 51
2024
Q2 		$561K Buy
26,925
+14,125
+110% +$295K 0.26% 58
2024
Q1 		$266K Buy
+12,800
New +$259K 0.13% 66
2023
Q2 		– Sell
-10,375
Closed -$192K – 80
2023
Q1 		$192K Hold
10,375
– – 0.13% 76
2022
Q4 		$192K Buy
+10,375
New +$195K 0.14% 65

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Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 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
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Left Brain Wealth Management's ARCC Position: Q3 2026 in Review

Left Brain Wealth Management opened a new position in Ares Capital (ARCC) in Q3 2026: 107,326 shares worth $2.05M. The stake represents 0.65% of the portfolio and ranks #36 among its holdings. This is a return to the name: Left Brain Wealth Management previously reported a position in ARCC as recently as Q4 2025.

Left Brain Wealth Management first reported a position in ARCC in Q4 2022 and has held it in 11 quarters since. 495 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

  • Left Brain Wealth Management held 107,326 shares of Ares Capital worth $2.05M as of Q3 2026.
  • Ares Capital was a new Left Brain Wealth Management position in Q3 2026.
  • Ares Capital made up 0.65% of Left Brain Wealth Management's portfolio in Q3 2026, its #36 holding.
  • Left Brain Wealth Management first reported a position in Ares Capital in Q4 2022 and has held it in 11 quarters since.
  • 495 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Left Brain Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.