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Marble Wealth’s Ares Capital ARCC Stock Holding History

Marble Wealth’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 		$1.42M Sell
76,661
-7,586
-9% -$142K 0.22% 75
2026
Q1 		$1.52M Sell
84,247
-122,566
-59% -$2.37M 0.27% 63
2025
Q4 		$4.18M Buy
+206,813
New +$4.17M 0.58% 33

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

Marble Wealth's ARCC Position: Q2 2026 in Review

Marble Wealth reduced its Ares Capital (ARCC) stake by 9% in Q2 2026, selling an estimated $142K and leaving 76,661 shares worth $1.42M. The position accounts for 0.22% of the portfolio, ranked #75.

Marble Wealth first reported a position in ARCC in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.18M in Q4 2025. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Marble Wealth held 76,661 shares of Ares Capital worth $1.42M as of Q2 2026.
  • Marble Wealth sold 7,586 Ares Capital shares in Q2 2026, an estimated $142K.
  • Ares Capital made up 0.22% of Marble Wealth's portfolio in Q2 2026, its #75 holding.
  • Marble Wealth first reported a position in Ares Capital in Q4 2025 and has held it in 3 quarters since.
  • Marble Wealth's Ares Capital position peaked at $4.18M in Q4 2025.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Marble Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.