Superior Planning, LLC’s Ares Capital ARCC Stock Holding History

Superior Planning, LLC’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 Q3	$21K	Buy	+1,102	New	+$21.3K	0.01%	680

Other funds holding ARCC

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Superior Planning, LLC's ARCC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Ares Capital (ARCC) in Q3 2026: 1,102 shares worth $21K. The stake represents 0.01% of the portfolio and ranks #680 among its holdings.

600 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

Superior Planning, LLC held 1,102 shares of Ares Capital worth $21K as of Q3 2026.
Ares Capital was a new Superior Planning, LLC position in Q3 2026.
Ares Capital made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #680 holding.
600 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.