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Spire Wealth Management’s Ares Capital ARCC Stock Holding History

Spire 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 		$1.47M Buy
79,181
+6,788
+9% +$127K 0.04% 328
2026
Q1 		$1.3M Sell
72,393
-228
-0.3% -$4.41K 0.04% 343
2025
Q4 		$1.47M Buy
72,621
+10,791
+17% +$218K 0.05% 321
2025
Q3 		$1.26M Sell
61,830
-1,921
-3% -$42.7K 0.04% 336
2025
Q2 		$1.4M Sell
63,751
-10,996
-15% -$234K 0.05% 300
2025
Q1 		$1.66M Buy
74,747
+272
+0.4% +$6.17K 0.05% 296
2024
Q4 		$1.63M Buy
74,475
+1,263
+2% +$27.2K 0.05% 278
2024
Q3 		$1.53M Sell
73,212
-607
-0.8% -$12.6K 0.05% 287
2024
Q2 		$1.54M Buy
73,819
+13,285
+22% +$278K 0.05% 268
2024
Q1 		$1.26M Sell
60,534
-726
-1% -$14.7K 0.02% 327
2023
Q4 		$1.25M Buy
61,260
+910
+2% +$17.7K 0.04% 317
2023
Q3 		$1.18M Sell
60,350
-225
-0.4% -$4.36K 0.04% 301
2023
Q2 		$1.14M Sell
60,575
-3,495
-5% -$64.6K 0.04% 323
2023
Q1 		$1.17M Buy
64,070
+19,661
+44% +$372K 0.05% 317
2022
Q4 		$820K Buy
44,409
+20,520
+86% +$385K 0.05% 266
2022
Q3 		$403K Sell
23,889
-52,946
-69% -$1.02M 0.02% 375
2022
Q2 		$1.38M Sell
76,835
-4,067
-5% -$80.2K 0.06% 267
2022
Q1 		$1.7M Sell
80,902
-9,580
-11% -$204K 0.05% 301
2021
Q4 		$1.92M Buy
90,482
+5,292
+6% +$110K 0.04% 317
2021
Q3 		$1.73M Buy
85,190
+29,634
+53% +$594K 0.05% 310
2021
Q2 		$1.13M Buy
55,556
+4
+0% +$77 0.03% 395
2021
Q1 		$607K Buy
+55,552
New +$999K 0.02% 602

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

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

Spire Wealth Management increased its Ares Capital (ARCC) stake by 9.4% in Q2 2026, buying an estimated $127K and bringing the position to 79,181 shares worth $1.47M. The position accounts for 0.04% of the portfolio, ranked #328.

Spire Wealth Management first reported a position in ARCC in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.92M in Q4 2021. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Spire Wealth Management held 79,181 shares of Ares Capital worth $1.47M as of Q2 2026.
  • Spire Wealth Management bought 6,788 Ares Capital shares in Q2 2026, an estimated $127K.
  • Ares Capital made up 0.04% of Spire Wealth Management's portfolio in Q2 2026, its #328 holding.
  • Spire Wealth Management first reported a position in Ares Capital in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Ares Capital position peaked at $1.92M in Q4 2021.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.