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Sagespring Wealth Partners’s Ares Capital ARCC Stock Holding History

Sagespring Wealth Partners’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 		$283K Buy
15,678
+299
+2% +$5.79K 0.01% 683
2025
Q4 		$311K Sell
15,379
-364
-2% -$7.34K 0.01% 610
2025
Q3 		$321K Buy
15,743
+75
+0.5% +$1.67K 0.01% 588
2025
Q2 		$344K Sell
15,668
-382
-2% -$8.12K 0.01% 537
2025
Q1 		$356K Sell
16,050
-643
-4% -$14.6K 0.01% 468
2024
Q4 		$365K Buy
+16,693
New +$360K 0.01% 422

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 $26.7B AUM 43.32% 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 $5.53B AUM 35.1% 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

Sagespring Wealth Partners's ARCC Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Ares Capital (ARCC) stake by 1.9% in Q1 2026, buying an estimated $5.79K and bringing the position to 15,678 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #683.

Sagespring Wealth Partners first reported a position in ARCC in Q4 2024 and has held it in 6 quarters since. The position peaked at $365K in Q4 2024. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Sagespring Wealth Partners held 15,678 shares of Ares Capital worth $283K as of Q1 2026.
  • Sagespring Wealth Partners bought 299 Ares Capital shares in Q1 2026, an estimated $5.79K.
  • Ares Capital made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #683 holding.
  • Sagespring Wealth Partners first reported a position in Ares Capital in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Ares Capital position peaked at $365K in Q4 2024.
  • 807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.