Position in ARCC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$194,175
-$19,001 QoQ
Shares Held
10,479
-11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#604
of 781 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARCC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $51,293,701 across 79 Asset Management names. ARCC ranks #50 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
|
405,048 | $7,250,359 | |
| 2 | BX |
Blackstone Inc.
|
55,522 | $6,533,273 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
454,953 | $5,918,938 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
75,577 | $2,661,821 | |
| 5 | GLAD |
Gladstone Capital Corp
|
135,581 | $2,632,983 | |
| 6 | RA |
Brookfield Real Assets Income Fund Inc.
|
133,545 | $1,720,059 | |
| 7 | CSWC |
Capital Southwest Corp
|
69,775 | $1,658,551 | |
| 8 | MAIN |
Main Street Capital CORP
|
26,913 | $1,396,246 |
All Filings in ARCC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $194,175 | 10,479 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $213,176 | 11,830 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $489,505 | 24,197 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $513,964 | 25,182 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $553,194 | 25,191 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $1,155,989 | 52,809 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $1,386,604 | 66,218 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $2,681,295 | 128,661 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $2,730,189 | 131,133 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $3,067,193 | 153,130 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $2,553,159 | 131,133 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $2,655,233 | 141,311 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,670,471 | 146,167 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,686,590 | 145,457 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $2,508,317 | 148,597 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $2,037,834 | 113,655 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $2,542,135 | 121,343 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $2,038,414 | 96,197 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $1,899,553 | 93,436 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,720,922 | 87,847 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,398,797 | 74,762 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $719,615 | 42,606 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $663,531 | 47,565 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $501,284 | 34,691 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $385,568 | 35,767 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||