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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
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 $1.66T 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 $25.2B AUM 30.31% 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 $4.79B AUM 26.21% 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

Twin Peaks Wealth Advisors's ARCC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Ares Capital (ARCC) in Q1 2026: 3,800 shares worth $68.5K. The stake represents 0.02% of the portfolio and ranks #357 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ARCC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ARCC in Q2 2025 and has held it in 2 quarters since. The position peaked at $85.4K in Q2 2025. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 3,800 shares of Ares Capital worth $68.5K as of Q1 2026.
  • Ares Capital was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Ares Capital made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #357 holding.
  • Twin Peaks Wealth Advisors first reported a position in Ares Capital in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Ares Capital position peaked at $85.4K in Q2 2025.
  • 807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.