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1620 Investment Advisors’s Ares Capital ARCC Stock Holding History

1620 Investment Advisors’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 		$689K Sell
37,166
-5,299
-12% -$98.9K 0.43% 65
2026
Q1 		$765K Buy
42,465
+577
+1% +$11.2K 0.52% 49
2025
Q4 		$847K Sell
41,888
-80
-0.2% -$1.61K 0.56% 49
2025
Q3 		$857K Buy
41,968
+382
+0.9% +$8.49K 0.58% 45
2025
Q2 		$913K Buy
41,586
+155
+0.4% +$3.3K 0.65% 37
2025
Q1 		$918K Buy
41,431
+734
+2% +$16.7K 0.7% 29
2024
Q4 		$891K Buy
40,697
+1,089
+3% +$23.5K 0.68% 32
2024
Q3 		$829K Buy
39,608
+176
+0.4% +$3.66K 0.6% 40
2024
Q2 		$822K Buy
39,432
+75
+0.2% +$1.57K 0.63% 37
2024
Q1 		$819K Sell
39,357
-7,856
-17% -$159K 0.82% 34
2023
Q4 		$946K Sell
47,213
-3,444
-7% -$67.2K 1.03% 25
2023
Q3 		$986K Sell
50,657
-1,065
-2% -$20.6K 1.12% 25
2023
Q2 		$972K Sell
51,722
-887
-2% -$16.4K 1.05% 27
2023
Q1 		$961K Sell
52,609
-320
-0.6% -$6.05K 1.16% 25
2022
Q4 		$978K Buy
52,929
+613
+1% +$11.5K 1.18% 21
2022
Q3 		$883K Buy
52,316
+30
+0.1% +$580 1.3% 21
2022
Q2 		$937K Sell
52,286
-2,130
-4% -$42K 1.29% 21
2022
Q1 		$1.15M Hold
54,416
– – 1.25% 22
2021
Q4 		$1.15M Buy
+54,416
New +$1.13M 1.29% 22

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

1620 Investment Advisors's ARCC Position: Q2 2026 in Review

1620 Investment Advisors reduced its Ares Capital (ARCC) stake by 12% in Q2 2026, selling an estimated $98.9K and leaving 37,166 shares worth $689K. The position accounts for 0.43% of the portfolio, ranked #65.

1620 Investment Advisors first reported a position in ARCC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.15M in Q1 2022. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • 1620 Investment Advisors held 37,166 shares of Ares Capital worth $689K as of Q2 2026.
  • 1620 Investment Advisors sold 5,299 Ares Capital shares in Q2 2026, an estimated $98.9K.
  • Ares Capital made up 0.43% of 1620 Investment Advisors's portfolio in Q2 2026, its #65 holding.
  • 1620 Investment Advisors first reported a position in Ares Capital in Q4 2021 and has held it in 19 quarters since.
  • 1620 Investment Advisors's Ares Capital position peaked at $1.15M in Q1 2022.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.