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Pension & Wealth Management Advisors’s Ares Capital ARCC Stock Holding History

Pension & Wealth Management 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
Q2 		$843K Buy
45,481
+43,017
+1,746% +$803K 0.23% 68
2026
Q1 		$44.4K Buy
2,464
+65
+3% +$1.26K 0.01% 310
2025
Q4 		$48.5K Buy
2,399
+56
+2% +$1.13K 0.01% 305
2025
Q3 		$47.8K Buy
2,343
+53
+2% +$1.18K 0.02% 276
2025
Q2 		$50.3K Buy
2,290
+49
+2% +$1.04K 0.02% 266
2025
Q1 		$49.7K Buy
+2,241
New +$50.9K 0.02% 261

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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pension & Wealth Management Advisors's ARCC Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Ares Capital (ARCC) stake by 1,746% in Q2 2026, buying an estimated $803K and bringing the position to 45,481 shares worth $843K. The position accounts for 0.23% of the portfolio, ranked #68.

Pension & Wealth Management Advisors first reported a position in ARCC in Q1 2025 and has held it in 6 quarters since. 749 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Pension & Wealth Management Advisors held 45,481 shares of Ares Capital worth $843K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 43,017 Ares Capital shares in Q2 2026, an estimated $803K.
  • Ares Capital made up 0.23% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #68 holding.
  • Pension & Wealth Management Advisors first reported a position in Ares Capital in Q1 2025 and has held it in 6 quarters since.
  • 749 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.