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Onyx Bridge Wealth Group’s Ares Capital ARCC Stock Holding History

Onyx Bridge Wealth Group’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 		$1.05M Buy
56,523
+1,723
+3% +$32.2K 0.09% 150
2026
Q1 		$987K Buy
54,800
+1,748
+3% +$33.8K 0.11% 145
2025
Q4 		$1.07M Buy
53,052
+3,107
+6% +$62.7K 0.11% 135
2025
Q3 		$1.02M Buy
49,945
+4,477
+10% +$99.5K 0.11% 139
2025
Q2 		$998K Sell
45,468
-1,161
-2% -$24.7K 0.13% 121
2025
Q1 		$1.03M Buy
46,629
+1,281
+3% +$29.1K 0.15% 101
2024
Q4 		$993K Buy
45,348
+1,739
+4% +$37.5K 0.14% 100
2024
Q3 		$913K Buy
43,609
+531
+1% +$11K 0.14% 108
2024
Q2 		$898K Buy
43,078
+319
+0.7% +$6.66K 0.15% 102
2024
Q1 		$889K Sell
42,759
-18
-0% -$365 0.16% 100
2023
Q4 		$857K Buy
42,777
+980
+2% +$19.1K 0.17% 91
2023
Q3 		$814K Buy
41,797
+2,407
+6% +$46.7K 0.19% 82
2023
Q2 		$740K Buy
39,390
+1,965
+5% +$36.3K 0.18% 100
2023
Q1 		$684K Buy
37,425
+4,084
+12% +$77.2K 0.27% 65
2022
Q4 		$617K Buy
33,341
+1,241
+4% +$23.3K 0.25% 59
2022
Q3 		$557K Buy
32,100
+1,823
+6% +$35.2K 0.25% 68
2022
Q2 		$586K Buy
30,277
+2,146
+8% +$42.3K 0.26% 53
2022
Q1 		$585K Buy
28,131
+2,012
+8% +$42.9K 0.22% 57
2021
Q4 		$549K Sell
26,119
-2,707
-9% -$56.2K 0.19% 68
2021
Q3 		$606K Buy
28,826
+4,962
+21% +$99.4K 0.23% 55
2021
Q2 		$476K Buy
23,864
+1,230
+5% +$23.8K 0.21% 53
2021
Q1 		$423K Buy
22,634
+282
+1% +$5.07K 0.21% 52
2020
Q4 		$378K Buy
+22,352
New +$346K 0.25% 45

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

Onyx Bridge Wealth Group's ARCC Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Ares Capital (ARCC) stake by 3.1% in Q2 2026, buying an estimated $32.2K and bringing the position to 56,523 shares worth $1.05M. The position accounts for 0.09% of the portfolio, ranked #150.

Onyx Bridge Wealth Group first reported a position in ARCC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.07M in Q4 2025. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Onyx Bridge Wealth Group held 56,523 shares of Ares Capital worth $1.05M as of Q2 2026.
  • Onyx Bridge Wealth Group bought 1,723 Ares Capital shares in Q2 2026, an estimated $32.2K.
  • Ares Capital made up 0.09% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #150 holding.
  • Onyx Bridge Wealth Group first reported a position in Ares Capital in Q4 2020 and has held it in 23 quarters since.
  • Onyx Bridge Wealth Group's Ares Capital position peaked at $1.07M in Q4 2025.
  • 787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.