West Branch Capital’s Ares Capital ARCC Stock Holding History

West Branch Capital’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	$5.08K	Hold	274	–	–	﹤0.01%	271
2026 Q1	$4.94K	Hold	274	–	–	﹤0.01%	275
2025 Q4	$5.54K	Hold	274	–	–	﹤0.01%	304
2025 Q3	$5.59K	Hold	274	–	–	﹤0.01%	322
2025 Q2	$6.02K	Hold	274	–	–	﹤0.01%	318
2025 Q1	$6.07K	Hold	274	–	–	﹤0.01%	327
2024 Q4	$6K	Hold	274	–	–	﹤0.01%	323
2024 Q3	$5.74K	Hold	274	–	–	﹤0.01%	329
2024 Q2	$5.71K	Hold	274	–	–	﹤0.01%	320
2024 Q1	$5.71K	Hold	274	–	–	﹤0.01%	323
2023 Q4	$5.49K	Hold	274	–	–	﹤0.01%	324
2023 Q3	$5.33K	Hold	274	–	–	﹤0.01%	332
2023 Q2	$5.15K	Hold	274	–	–	﹤0.01%	342
2023 Q1	$5.01K	Hold	274	–	–	﹤0.01%	354
2022 Q4	$5.06K	Hold	274	–	–	﹤0.01%	339
2022 Q3	$5K	Hold	274	–	–	﹤0.01%	339
2022 Q2	$5K	Hold	274	–	–	﹤0.01%	327
2022 Q1	$6K	Hold	274	–	–	﹤0.01%	335
2021 Q4	$6K	Hold	274	–	–	﹤0.01%	364
2021 Q3	$6K	Hold	274	–	–	﹤0.01%	338
2021 Q2	$5K	Buy	+274	New	+$5.31K	﹤0.01%	371

Other funds holding ARCC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

West Branch Capital's ARCC Position: Q2 2026 in Review

West Branch Capital held its Ares Capital (ARCC) position steady in Q2 2026 at 274 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

West Branch Capital first reported a position in ARCC in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.07K in Q1 2025. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

West Branch Capital held 274 shares of Ares Capital worth $5.08K as of Q2 2026.
West Branch Capital left its Ares Capital share count unchanged in Q2 2026.
Ares Capital made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #271 holding.
West Branch Capital first reported a position in Ares Capital in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's Ares Capital position peaked at $6.07K in Q1 2025.
787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.