Tyler-Stone Wealth Management’s Ares Capital ARCC Stock Holding History

Tyler-Stone 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
2025 Q2	$306K	Buy	13,927 +265	+2%	+$5.64K	0.05%	265
2025 Q1	$303K	Buy	13,662 +260	+2%	+$5.9K	0.05%	255
2024 Q4	$293K	Buy	13,402 +255	+2%	+$5.5K	0.05%	254
2024 Q3	$275K	Buy	13,147 +6,704	+104%	+$139K	0.05%	263
2024 Q2	$134K	Sell	6,443 -5	-0.1%	-$104	0.06%	245
2024 Q1	$134K	Buy	6,448 +1	+0%	+$20	0.06%	240
2023 Q4	$129K	Buy	6,447 +2	+0%	+$39	0.06%	229
2023 Q3	$125K	Buy	6,445 +53	+0.8%	+$1.03K	0.07%	215
2023 Q2	$120K	Buy	+6,392	New	+$118K	0.07%	228
2022 Q4	$121K	Buy	6,542 +6,450	+7,011%	+$121K	0.08%	209
2022 Q3	$2K	Hold	92	–	–	﹤0.01%	732
2022 Q2	$2K	Hold	92	–	–	﹤0.01%	742
2022 Q1	$2K	Hold	92	–	–	﹤0.01%	738
2021 Q4	$2K	Buy	+92	New	+$1.91K	﹤0.01%	779

Other funds holding ARCC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Tyler-Stone Wealth Management's ARCC Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Ares Capital (ARCC) stake by 1.9% in Q2 2025, buying an estimated $5.64K and bringing the position to 13,927 shares worth $306K. The position accounts for 0.05% of the portfolio, ranked #265.

Tyler-Stone Wealth Management first reported a position in ARCC in Q4 2021 and has held it in 14 quarters since. 835 funds tracked by Wall St. Rank hold ARCC as of Q2 2025.

Tyler-Stone Wealth Management held 13,927 shares of Ares Capital worth $306K as of Q2 2025.
Tyler-Stone Wealth Management bought 265 Ares Capital shares in Q2 2025, an estimated $5.64K.
Ares Capital made up 0.05% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #265 holding.
Tyler-Stone Wealth Management first reported a position in Ares Capital in Q4 2021 and has held it in 14 quarters since.
835 funds tracked by Wall St. Rank held Ares Capital as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.