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Visionary Wealth Advisors’s Ares Capital ARCC Stock Holding History

Visionary 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 		$280K Buy
15,115
+925
+7% +$17.3K 0.01% 567
2026
Q1 		$256K Buy
14,190
+328
+2% +$6.35K 0.01% 556
2025
Q4 		$280K Sell
13,862
-1,278
-8% -$25.8K 0.01% 511
2025
Q3 		$309K Buy
15,140
+2,777
+22% +$61.7K 0.01% 484
2025
Q2 		$271K Sell
12,363
-556
-4% -$11.8K 0.01% 480
2025
Q1 		$286K Buy
12,919
+284
+2% +$6.45K 0.02% 457
2024
Q4 		$277K Buy
+12,635
New +$273K 0.02% 454

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

Visionary Wealth Advisors's ARCC Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Ares Capital (ARCC) stake by 6.5% in Q2 2026, buying an estimated $17.3K and bringing the position to 15,115 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #567.

Visionary Wealth Advisors first reported a position in ARCC in Q4 2024 and has held it in 7 quarters since. The position peaked at $309K in Q3 2025. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Visionary Wealth Advisors held 15,115 shares of Ares Capital worth $280K as of Q2 2026.
  • Visionary Wealth Advisors bought 925 Ares Capital shares in Q2 2026, an estimated $17.3K.
  • Ares Capital made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #567 holding.
  • Visionary Wealth Advisors first reported a position in Ares Capital in Q4 2024 and has held it in 7 quarters since.
  • Visionary Wealth Advisors's Ares Capital position peaked at $309K in Q3 2025.
  • 786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

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