N.E.W. Advisory Services’s Ares Capital ARCC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12K Buy
650
+390
+150% +$7.28K ﹤0.01% 618
2026
Q1
$4.68K Buy
+260
New +$5.03K ﹤0.01% 744

Other funds holding ARCC

N.E.W. Advisory Services's ARCC Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Ares Capital (ARCC) stake by 150% in Q2 2026, buying an estimated $7.28K and bringing the position to 650 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

N.E.W. Advisory Services first reported a position in ARCC in Q1 2026 and has held it in 2 quarters since. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • N.E.W. Advisory Services held 650 shares of Ares Capital worth $12K as of Q2 2026.
  • N.E.W. Advisory Services bought 390 Ares Capital shares in Q2 2026, an estimated $7.28K.
  • Ares Capital made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #618 holding.
  • N.E.W. Advisory Services first reported a position in Ares Capital in Q1 2026 and has held it in 2 quarters since.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.