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Equibles

Crestwood Advisors Group, LLC

Position in ARCC — Ares Capital Corp

CIK 1426853 BOSTON, MA
Back to ARCC Full portfolio

Position in ARCC

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$7,353,722
+$498,176 QoQ
Shares Held
396,855
+4.3% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 93% Shared 7% None 0%

Common Shares in ARCC Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $107,606,386 across 24 Asset Management names. ARCC ranks #4 (6.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 492,942 $58,004,485
2 SEIC
Sei Investments Co
 197,095 $17,287,202
3 AB
Alliancebernstein Holding L.P.
 214,633 $7,559,374
4 ARCC
Ares Capital Corp
This page 		396,855 $7,353,722
5 STT
State Street Corp
 49,982 $5,077,163
6 IVZ
Invesco Ltd.
 11,608 $3,516,875
7 BLK
BlackRock, Inc.
 2,129 $2,047,161
8 BN
BROOKFIELD Corp /ON/
 22,830 $972,329

All Filings in ARCC

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,353,722 396,855
2026-03-31 $6,855,546 380,441
2025-12-31 $7,378,588 364,735
2025-09-30 $5,443,040 266,685
2025-06-30 $5,057,980 230,327
2025-03-31 $4,436,786 200,216
2024-12-31 $3,530,966 161,305
2024-09-30 $1,965,889 93,882
2024-06-30 $1,760,021 84,454
2024-03-31 $931,695 44,750