WPWM
ARCC icon

Western Pacific Wealth Management’s Ares Capital ARCC Stock Holding History

Western Pacific 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
2026
Q2 		$209K Hold
11,261
– – 0.19% 60
2026
Q1 		$203K Hold
11,261
– – 0.21% 57
2025
Q4 		$228K Hold
11,261
– – 0.22% 54
2025
Q3 		$230K Hold
11,261
– – 0.22% 55
2025
Q2 		$247K Sell
11,261
-2,053
-15% -$43.7K 0.24% 50
2025
Q1 		$295K Hold
13,314
– – 0.27% 48
2024
Q4 		$291K Buy
13,314
+1,410
+12% +$30.4K 0.24% 46
2024
Q3 		$249K Buy
11,904
+307
+3% +$6.38K 0.17% 50
2024
Q2 		$242K Buy
11,597
+13
+0.1% +$272 0.18% 39
2024
Q1 		$241K Hold
11,584
– – 0.17% 41
2023
Q4 		$232K Buy
11,584
+13
+0.1% +$254 0.17% 39
2023
Q3 		$225K Buy
11,571
+1,791
+18% +$34.7K 0.18% 37
2023
Q2 		$184K Buy
9,780
+158
+2% +$2.92K 0.14% 42
2023
Q1 		$176K Buy
9,622
+6,200
+181% +$117K 0.13% 44
2022
Q4 		$63.2K Buy
3,422
+2,000
+141% +$37.6K 0.05% 114
2022
Q3 		$24K Hold
1,422
– – 0.02% 159
2022
Q2 		$25K Hold
1,422
– – 0.02% 114
2022
Q1 		$29K Sell
1,422
-800
-36% -$17.1K 0.02% 125
2021
Q4 		$47K Buy
+2,222
New +$46.1K 0.03% 114

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

Western Pacific Wealth Management's ARCC Position: Q2 2026 in Review

Western Pacific Wealth Management held its Ares Capital (ARCC) position steady in Q2 2026 at 11,261 shares worth $209K. The position accounts for 0.19% of the portfolio, ranked #60.

Western Pacific Wealth Management first reported a position in ARCC in Q4 2021 and has held it in 19 quarters since. The position peaked at $295K in Q1 2025. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Western Pacific Wealth Management held 11,261 shares of Ares Capital worth $209K as of Q2 2026.
  • Western Pacific Wealth Management left its Ares Capital share count unchanged in Q2 2026.
  • Ares Capital made up 0.19% of Western Pacific Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Western Pacific Wealth Management first reported a position in Ares Capital in Q4 2021 and has held it in 19 quarters since.
  • Western Pacific Wealth Management's Ares Capital position peaked at $295K in Q1 2025.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.