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Sequoia Financial Advisors’s Ares Capital ARCC Stock Holding History

Sequoia Financial 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 		$278K Buy
14,996
+484
+3% +$9.04K ﹤0.01% 1733
2026
Q1 		$262K Buy
14,512
+381
+3% +$7.38K ﹤0.01% 1649
2025
Q4 		$286K Buy
14,131
+3,265
+30% +$65.9K ﹤0.01% 1591
2025
Q3 		$222K Buy
10,866
+291
+3% +$6.47K ﹤0.01% 1577
2025
Q2 		$232K Buy
10,575
+152
+1% +$3.23K ﹤0.01% 1409
2025
Q1 		$231K Sell
10,423
-123
-1% -$2.79K ﹤0.01% 1198
2024
Q4 		$231K Sell
10,546
-296
-3% -$6.39K ﹤0.01% 1150
2024
Q3 		$227K Buy
10,842
+629
+6% +$13.1K ﹤0.01% 1108
2024
Q2 		$213K Buy
+10,213
New +$213K ﹤0.01% 1076
2022
Q2 		– Sell
-14,707
Closed -$308K – 599
2022
Q1 		$308K Sell
14,707
-450
-3% -$9.59K 0.01% 496
2021
Q4 		$321K Buy
+15,157
New +$315K 0.01% 431
2021
Q3 		– Sell
-17,125
Closed -$335K – 269
2021
Q2 		$335K Sell
17,125
-3,354
-16% -$65K 0.01% 351
2021
Q1 		$383K Sell
20,479
-124,348
-86% -$2.24M 0.02% 298
2020
Q4 		$2.45M Buy
144,827
+14,394
+11% +$223K 0.11% 106
2020
Q3 		$1.82M Buy
130,433
+19,949
+18% +$284K 0.1% 111
2020
Q2 		$1.6M Buy
110,484
+12,778
+13% +$172K 0.09% 109
2020
Q1 		$1.05M Buy
97,706
+13,589
+16% +$229K 0.08% 113
2019
Q4 		$1.57M Buy
84,117
+5,831
+7% +$108K 0.1% 111
2019
Q3 		$1.46M Buy
78,286
+58,405
+294% +$1.08M 0.11% 104
2019
Q2 		$357K Buy
19,881
+7,307
+58% +$129K 0.03% 254
2019
Q1 		$216K Buy
+12,574
New +$211K 0.02% 336
2017
Q1 		– Sell
-23,235
Closed -$383K – 288
2016
Q4 		$383K Buy
23,235
+6,717
+41% +$106K 0.05% 164
2016
Q3 		$256K Sell
16,518
-861
-5% -$13.2K 0.05% 193
2016
Q2 		$247K Buy
+17,379
New +$258K 0.07% 195

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
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

Sequoia Financial Advisors's ARCC Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Ares Capital (ARCC) stake by 3.3% in Q2 2026, buying an estimated $9.04K and bringing the position to 14,996 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

Sequoia Financial Advisors first reported a position in ARCC in Q2 2016 and has held it in 24 quarters since. The position peaked at $2.45M in Q4 2020. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Sequoia Financial Advisors held 14,996 shares of Ares Capital worth $278K as of Q2 2026.
  • Sequoia Financial Advisors bought 484 Ares Capital shares in Q2 2026, an estimated $9.04K.
  • Ares Capital made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1733 holding.
  • Sequoia Financial Advisors first reported a position in Ares Capital in Q2 2016 and has held it in 24 quarters since.
  • Sequoia Financial Advisors's Ares Capital position peaked at $2.45M in Q4 2020.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.