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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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 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. 270 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.
  • 270 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.