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Ares Capital Corporation shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Ares Capital Corporation (ARCC) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Ares Capital Corporation

Tip: Access up to 7 years of quarterly data

All positions including Ares Capital Corporation held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ares Capital Corporation by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $454k 22k 20.41
2025-06-30 $512k 23k 21.96

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View all positions for Sax Wealth Advisors

Top funds holding Ares Capital Corporation

Morgan Stanley
Van Eck Associates Corp.
UBS Group
Jpmorgan Chase & Co
Generali Asset Management SPA SGR
Legal & General Group
Wells Fargo & Company
LPL Financial
Ameriprise Financial
Confluence Investment Management
Royal Bank of Canada
BlackRock
Raymond James Financial
Citadel Advisors
Advisors Capital Management

View all funds holding Ares Capital Corporation