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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Palacios Wealth Management's ARCC Position: Q2 2026 in Review

Palacios Wealth Management held its Ares Capital (ARCC) position steady in Q2 2026 at 30,224 shares worth $560K. The position accounts for 0.33% of the portfolio, ranked #42.

Palacios Wealth Management first reported a position in ARCC in Q4 2024 and has held it in 7 quarters since. The position peaked at $892K in Q3 2025. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Palacios Wealth Management held 30,224 shares of Ares Capital worth $560K as of Q2 2026.
Palacios Wealth Management left its Ares Capital share count unchanged in Q2 2026.
Ares Capital made up 0.33% of Palacios Wealth Management's portfolio in Q2 2026, its #42 holding.
Palacios Wealth Management first reported a position in Ares Capital in Q4 2024 and has held it in 7 quarters since.
Palacios Wealth Management's Ares Capital position peaked at $892K in Q3 2025.
786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Palacios Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.