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Opal Wealth Advisors’s Ares Capital ARCC Stock Holding History

Opal Wealth Advisors’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
Q1 		$26.5K Buy
+1,471
New +$28.5K 0.01% 538
2024
Q3 		– Sell
-143
Closed -$2.98K – 253
2024
Q2 		$2.98K Buy
+143
New +$2.99K ﹤0.01% 890

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Opal Wealth Advisors's ARCC Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Ares Capital (ARCC) in Q1 2026: 1,471 shares worth $26.5K. The stake represents 0.01% of the portfolio and ranks #538 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in ARCC as recently as Q2 2024.

Opal Wealth Advisors first reported a position in ARCC in Q2 2024 and has held it in 2 quarters since. 806 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Opal Wealth Advisors held 1,471 shares of Ares Capital worth $26.5K as of Q1 2026.
  • Ares Capital was a new Opal Wealth Advisors position in Q1 2026.
  • Ares Capital made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #538 holding.
  • Opal Wealth Advisors first reported a position in Ares Capital in Q2 2024 and has held it in 2 quarters since.
  • 806 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.