VWA
ARCC icon

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
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 $1.66T 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

Visionary Wealth Advisors's ARCC Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Ares Capital (ARCC) stake by 2.4% in Q1 2026, buying an estimated $6.35K and bringing the position to 14,190 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #556.

Visionary Wealth Advisors first reported a position in ARCC in Q4 2024 and has held it in 6 quarters since. The position peaked at $309K in Q3 2025. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Visionary Wealth Advisors held 14,190 shares of Ares Capital worth $256K as of Q1 2026.
  • Visionary Wealth Advisors bought 328 Ares Capital shares in Q1 2026, an estimated $6.35K.
  • Ares Capital made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #556 holding.
  • Visionary Wealth Advisors first reported a position in Ares Capital in Q4 2024 and has held it in 6 quarters since.
  • Visionary Wealth Advisors's Ares Capital position peaked at $309K in Q3 2025.
  • 807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

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