Valley Wealth Managers’s Ares Capital ARCC Stock Holding History

Valley Wealth Managers’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 Q3	$19.1K	Buy	+999	New	+$19.3K	﹤0.01%	265

Other funds holding ARCC

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Valley Wealth Managers's ARCC Position: Q3 2026 in Review

Valley Wealth Managers opened a new position in Ares Capital (ARCC) in Q3 2026: 999 shares worth $19.1K. The stake represents ﹤0.01% of the portfolio and ranks #265 among its holdings.

229 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

Valley Wealth Managers held 999 shares of Ares Capital worth $19.1K as of Q3 2026.
Ares Capital was a new Valley Wealth Managers position in Q3 2026.
Ares Capital made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #265 holding.
229 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.