StoneX Group
ARDC icon

StoneX Group’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

StoneX Group’s Portfolio ARDC Stock Details ARDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-12,613
Closed -$153K – 1468
2026
Q1 		$153K Buy
+12,613
New +$163K 0.01% 771

Other funds holding ARDC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
NewEdge Wealth
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

StoneX Group's ARDC Position: Q2 2026 in Review

StoneX Group sold out of Are Dynamic Credit Allocation Fund (ARDC) in Q2 2026, closing a stake of 12,613 shares — an estimated $153K sold.

StoneX Group first reported a position in ARDC in Q1 2026 and held it in 1 quarter. The position peaked at $153K in Q1 2026. 63 funds tracked by Wall St. Rank hold ARDC as of Q2 2026.

  • StoneX Group reported no remaining Are Dynamic Credit Allocation Fund position as of Q2 2026 after selling out during the quarter.
  • StoneX Group sold 12,613 Are Dynamic Credit Allocation Fund shares in Q2 2026, an estimated $153K.
  • StoneX Group first reported a position in Are Dynamic Credit Allocation Fund in Q1 2026 and held it in 1 quarter.
  • StoneX Group's Are Dynamic Credit Allocation Fund position peaked at $153K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.