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MBM Wealth Consultants’s Ares Capital ARCC Stock Holding History

MBM Wealth Consultants’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 		$554K Sell
29,900
-71,751
-71% -$1.34M 0.11% 83
2026
Q1 		$1.83M Buy
101,651
+9,156
+10% +$177K 0.42% 33
2025
Q4 		$1.87M Buy
92,495
+3,671
+4% +$74K 0.44% 32
2025
Q3 		$1.81M Buy
88,824
+4,108
+5% +$91.3K 0.45% 33
2025
Q2 		$1.86M Buy
84,716
+7,017
+9% +$149K 0.5% 30
2025
Q1 		$1.72M Buy
77,699
+3,514
+5% +$79.8K 0.51% 28
2024
Q4 		$1.65M Buy
74,185
+3,042
+4% +$65.6K 0.49% 30
2024
Q3 		$1.49M Buy
71,143
+4,852
+7% +$101K 0.47% 34
2024
Q2 		$1.4M Buy
66,291
+3,171
+5% +$66.2K 0.48% 31
2024
Q1 		$1.34M Buy
63,120
+1,777
+3% +$36K 0.47% 29
2023
Q4 		$1.26M Buy
61,343
+5,616
+10% +$110K 0.47% 29
2023
Q3 		$1.06M Buy
55,727
+4,303
+8% +$83.4K 0.46% 28
2023
Q2 		$991K Buy
51,424
+12,630
+33% +$233K 0.42% 33
2023
Q1 		$850K Hold
38,794
– – 0.35% 32
2022
Q4 		$720K Buy
38,794
+2,310
+6% +$43.4K 0.33% 34
2022
Q3 		$635K Hold
36,484
– – 0.31% 37
2022
Q2 		$654K Buy
36,484
+3,753
+11% +$74K 0.32% 38
2022
Q1 		$686K Sell
32,731
-158
-0.5% -$3.37K 0.28% 47
2021
Q4 		$697K Buy
32,889
+6,305
+24% +$131K 0.29% 44
2021
Q3 		$540K Buy
26,584
+1,720
+7% +$34.5K 0.25% 52
2021
Q2 		$487K Sell
24,864
-1,259
-5% -$24.4K 0.23% 54
2021
Q1 		$488K Sell
26,123
-406
-2% -$7.3K 0.25% 52
2020
Q4 		$448K Buy
26,529
+660
+3% +$10.2K 0.24% 50
2020
Q3 		$361K Buy
25,869
+1,280
+5% +$18.2K 0.23% 53
2020
Q2 		$355K Sell
24,589
-9,896
-29% -$134K 0.25% 50
2020
Q1 		$372K Buy
34,485
+2,177
+7% +$36.7K 0.31% 52
2019
Q4 		$603K Sell
32,308
-521
-2% -$9.67K 0.45% 43
2019
Q3 		$612K Buy
32,829
+23
+0.1% +$427 0.48% 45
2019
Q2 		$590K Buy
32,806
+632
+2% +$11.2K 0.49% 46
2019
Q1 		$551K Sell
32,174
-1,044
-3% -$17.5K 0.48% 50
2018
Q4 		$518K Buy
+33,218
New +$550K 0.51% 49

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

MBM Wealth Consultants's ARCC Position: Q2 2026 in Review

MBM Wealth Consultants reduced its Ares Capital (ARCC) stake by 71% in Q2 2026, selling an estimated $1.34M and leaving 29,900 shares worth $554K. The position accounts for 0.11% of the portfolio, ranked #83.

MBM Wealth Consultants first reported a position in ARCC in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.87M in Q4 2025. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • MBM Wealth Consultants held 29,900 shares of Ares Capital worth $554K as of Q2 2026.
  • MBM Wealth Consultants sold 71,751 Ares Capital shares in Q2 2026, an estimated $1.34M.
  • Ares Capital made up 0.11% of MBM Wealth Consultants's portfolio in Q2 2026, its #83 holding.
  • MBM Wealth Consultants first reported a position in Ares Capital in Q4 2018 and has held it in 31 quarters since.
  • MBM Wealth Consultants's Ares Capital position peaked at $1.87M in Q4 2025.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.