Position in ARCC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$213,650
-$132,117 QoQ
Shares Held
11,530
-39.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#578
of 783 holders
Holding Since
Dec 2022
14 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, 2026Bridgewealth Advisory Group, LLC holds $1,857,180 across 6 Asset Management names. ARCC ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
53,261 | $667,360 | |
| 2 | NAC |
Nuveen California Quality Municipal Income Fund
|
36,555 | $443,046 | |
| 3 | PFD |
Flaherty & Crumrine Preferred & Income Fund Inc
|
25,590 | $297,611 | |
| 4 | ARCC |
Ares Capital Corp
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|
11,530 | $213,650 | |
| 5 | IAF |
Abrdn Australia Equity Fund, Inc.
|
11,745 | $145,403 | |
| 6 | FT |
Franklin Universal Trust
|
11,173 | $90,110 |
All Filings in ARCC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,650 | 11,530 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $345,767 | 19,188 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $374,052 | 18,490 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $274,106 | 13,430 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $281,746 | 12,830 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $393,034 | 17,955 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $382,427 | 18,263 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $363,366 | 17,436 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $624,620 | 30,001 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $595,852 | 29,748 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $769,395 | 39,517 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $806,917 | 42,944 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $763,521 | 41,791 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $738,929 | 40,007 | Shares | Sole | 2023-02-24 | |
| No filing history on record for this holder in this stock. | ||||||