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Legacy Capital Wealth Partners’s Ares Capital ARCC Stock Holding History

Legacy Capital Wealth Partners’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 		$1.66M Buy
89,789
+5,951
+7% +$111K 0.32% 67
2026
Q1 		$1.51M Buy
83,838
+11,540
+16% +$223K 0.31% 63
2025
Q4 		$1.46M Buy
72,298
+7,954
+12% +$160K 0.31% 60
2025
Q3 		$1.31M Sell
64,344
-423
-0.7% -$9.4K 0.29% 67
2025
Q2 		$1.42M Sell
64,767
-2,029
-3% -$43.1K 0.32% 62
2025
Q1 		$1.48M Sell
66,796
-3,238
-5% -$73.5K 0.36% 49
2024
Q4 		$1.53M Sell
70,034
-7,647
-10% -$165K 0.38% 50
2024
Q3 		$1.63M Buy
77,681
+1,288
+2% +$26.8K 0.33% 60
2024
Q2 		$1.59M Buy
+76,393
New +$1.6M 0.41% 48
2024
Q1 		– Sell
-77,363
Closed -$1.55M – 130
2023
Q4 		$1.55M Sell
77,363
-2,620
-3% -$51.1K 0.44% 52
2023
Q3 		$1.56M Buy
+79,983
New +$1.55M 0.43% 45
2023
Q2 		– Sell
-73,092
Closed -$1.34M – 55
2023
Q1 		$1.34M Buy
73,092
+4,571
+7% +$86.4K 0.36% 50
2022
Q4 		$1.27M Buy
68,521
+9,614
+16% +$181K 0.61% 31
2022
Q3 		$994K Buy
58,907
+1,123
+2% +$21.7K 0.53% 34
2022
Q2 		$1.04M Buy
57,784
+1,058
+2% +$20.9K 0.52% 35
2022
Q1 		$1.19M Sell
56,726
-4,040
-7% -$86.1K 0.51% 35
2021
Q4 		$1.29M Buy
60,766
+2,252
+4% +$46.8K 0.53% 29
2021
Q3 		$2.46M Buy
+58,514
New +$1.17M 0.96% 28
2021
Q2 		– Sell
-61,935
Closed -$1.16M – 27
2021
Q1 		$1.16M Sell
61,935
-326
-0.5% -$5.86K 0.48% 33
2020
Q4 		$1.05M Buy
+62,261
New +$965K 0.45% 35

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Legacy Capital Wealth Partners's ARCC Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Ares Capital (ARCC) stake by 7.1% in Q2 2026, buying an estimated $111K and bringing the position to 89,789 shares worth $1.66M. The position accounts for 0.32% of the portfolio, ranked #67.

Legacy Capital Wealth Partners first reported a position in ARCC in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.46M in Q3 2021. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Legacy Capital Wealth Partners held 89,789 shares of Ares Capital worth $1.66M as of Q2 2026.
  • Legacy Capital Wealth Partners bought 5,951 Ares Capital shares in Q2 2026, an estimated $111K.
  • Ares Capital made up 0.32% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #67 holding.
  • Legacy Capital Wealth Partners first reported a position in Ares Capital in Q4 2020 and has held it in 20 quarters since.
  • Legacy Capital Wealth Partners's Ares Capital position peaked at $2.46M in Q3 2021.
  • 787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.