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PCG Wealth Advisors’s Ares Capital ARCC Stock Holding History

PCG 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 		– Sell
-20,193
Closed -$408K – 166
2025
Q4 		$408K Buy
20,193
+911
+5% +$18.4K 0.12% 112
2025
Q3 		$394K Buy
19,282
+643
+3% +$14.3K 0.11% 114
2025
Q2 		$409K Sell
18,639
-3,385
-15% -$72K 0.21% 64
2025
Q1 		$488K Buy
22,024
+1,771
+9% +$40.2K 0.17% 89
2024
Q4 		$443K Buy
20,253
+1,798
+10% +$38.8K 0.16% 90
2024
Q3 		$386K Buy
18,455
+660
+4% +$13.7K 0.15% 88
2024
Q2 		$371K Buy
17,795
+5,895
+50% +$123K 0.16% 84
2024
Q1 		$248K Buy
+11,900
New +$241K 0.12% 100

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

PCG Wealth Advisors sold out of Ares Capital (ARCC) in Q1 2026, closing a stake of 20,193 shares — an estimated $408K sold.

PCG Wealth Advisors first reported a position in ARCC in Q1 2024 and held it in 8 quarters. The position peaked at $488K in Q1 2025. 810 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • PCG Wealth Advisors reported no remaining Ares Capital position as of Q1 2026 after selling out during the quarter.
  • PCG Wealth Advisors sold 20,193 Ares Capital shares in Q1 2026, an estimated $408K.
  • PCG Wealth Advisors first reported a position in Ares Capital in Q1 2024 and held it in 8 quarters.
  • PCG Wealth Advisors's Ares Capital position peaked at $488K in Q1 2025.
  • 810 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on PCG Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.