Palacios Wealth Management’s Ares Capital ARCC Stock Holding History

Palacios Wealth Management’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 Q3	$734K	Buy	38,417 +8,193	+27%	+$159K	0.39%	38
2026 Q2	$560K	Hold	30,224	–	–	0.33%	42
2026 Q1	$579K	Buy	30,224 +14,139	+88%	+$274K	0.36%	40
2025 Q4	$325K	Sell	16,085 -27,604	-63%	-$557K	0.25%	52
2025 Q3	$892K	Buy	43,689 +16,744	+62%	+$372K	0.59%	29
2025 Q2	$592K	Sell	26,945 -1,710	-6%	-$36.4K	0.49%	37
2025 Q1	$635K	Sell	28,655 -55	-0.2%	-$1.25K	0.47%	30
2024 Q4	$646K	Buy	+28,710	New	+$619K	0.7%	27

Other funds holding ARCC

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Palacios Wealth Management's ARCC Position: Q3 2026 in Review

Palacios Wealth Management increased its Ares Capital (ARCC) stake by 27% in Q3 2026, buying an estimated $159K and bringing the position to 38,417 shares worth $734K. The position accounts for 0.39% of the portfolio, ranked #38.

Palacios Wealth Management first reported a position in ARCC in Q4 2024 and has held it in 8 quarters since. The position peaked at $892K in Q3 2025. 490 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

Palacios Wealth Management held 38,417 shares of Ares Capital worth $734K as of Q3 2026.
Palacios Wealth Management bought 8,193 Ares Capital shares in Q3 2026, an estimated $159K.
Ares Capital made up 0.39% of Palacios Wealth Management's portfolio in Q3 2026, its #38 holding.
Palacios Wealth Management first reported a position in Ares Capital in Q4 2024 and has held it in 8 quarters since.
Palacios Wealth Management's Ares Capital position peaked at $892K in Q3 2025.
490 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Palacios Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.