MG
ARDC

Marex Group’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Marex Group’s Portfolio ARDC Stock Details ARDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-22,901
Closed -$305K – 1023
2025
Q4 		$305K Buy
+22,901
New +$310K ﹤0.01% 706

Other funds holding ARDC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Marex Group's ARDC Position: Q1 2026 in Review

Marex Group sold out of Are Dynamic Credit Allocation Fund (ARDC) in Q1 2026, closing a stake of 22,901 shares — an estimated $305K sold.

Marex Group first reported a position in ARDC in Q4 2025 and held it in 1 quarter. The position peaked at $305K in Q4 2025. 66 funds tracked by Wall St. Rank hold ARDC as of Q1 2026.

  • Marex Group reported no remaining Are Dynamic Credit Allocation Fund position as of Q1 2026 after selling out during the quarter.
  • Marex Group sold 22,901 Are Dynamic Credit Allocation Fund shares in Q1 2026, an estimated $305K.
  • Marex Group first reported a position in Are Dynamic Credit Allocation Fund in Q4 2025 and held it in 1 quarter.
  • Marex Group's Are Dynamic Credit Allocation Fund position peaked at $305K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.