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Twin Peaks Wealth Advisors’s Ares Capital ARCC Stock Holding History

Twin Peaks Wealth 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 		– Sell
-3,800
Closed -$68.5K – 356
2026
Q1 		$68.5K Buy
+3,800
New +$73.6K 0.02% 357
2025
Q3 		– Sell
-3,800
Closed -$85.4K – 288
2025
Q2 		$85.4K Buy
+3,800
New +$80.8K 0.03% 255

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

Twin Peaks Wealth Advisors's ARCC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Ares Capital (ARCC) in Q2 2026, closing a stake of 3,800 shares — an estimated $68.5K sold.

Twin Peaks Wealth Advisors first reported a position in ARCC in Q2 2025 and held it in 2 quarters. The position peaked at $85.4K in Q2 2025. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Ares Capital position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 3,800 Ares Capital shares in Q2 2026, an estimated $68.5K.
  • Twin Peaks Wealth Advisors first reported a position in Ares Capital in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Ares Capital position peaked at $85.4K in Q2 2025.
  • 787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.