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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
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

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

Palacios Wealth Management's ARCC Position: Q1 2026 in Review

Palacios Wealth Management increased its Ares Capital (ARCC) stake by 88% in Q1 2026, buying an estimated $274K and bringing the position to 30,224 shares worth $579K. The position accounts for 0.36% of the portfolio, ranked #40.

Palacios Wealth Management first reported a position in ARCC in Q4 2024 and has held it in 6 quarters since. The position peaked at $892K in Q3 2025. 806 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Palacios Wealth Management held 30,224 shares of Ares Capital worth $579K as of Q1 2026.
  • Palacios Wealth Management bought 14,139 Ares Capital shares in Q1 2026, an estimated $274K.
  • Ares Capital made up 0.36% of Palacios Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Palacios Wealth Management first reported a position in Ares Capital in Q4 2024 and has held it in 6 quarters since.
  • Palacios Wealth Management's Ares Capital position peaked at $892K in Q3 2025.
  • 806 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Palacios Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.