Access Investment Management’s Ares Capital ARCC Stock Holding History

Access Investment Management’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	$568K	Hold	30,675	–	–	0.15%	63
2026 Q1	$553K	Sell	30,675 -27,000	-47%	-$523K	0.15%	65
2025 Q4	$1.18M	Hold	57,675	–	–	0.32%	47
2025 Q3	$1.18M	Hold	57,675	–	–	0.32%	47
2025 Q2	$1.27M	Buy	+57,675	New	+$1.23M	0.36%	47
2024 Q4	$1.26M	Hold	57,675	–	–	0.37%	52
2024 Q3	$1.21M	Hold	57,675	–	–	0.37%	54
2024 Q2	$1.2M	Hold	57,675	–	–	0.39%	49
2024 Q1	$1.2M	Hold	57,675	–	–	0.4%	45
2023 Q4	$1.16M	Buy	+57,675	New	+$1.12M	0.43%	43

Other funds holding ARCC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Access Investment Management's ARCC Position: Q2 2026 in Review

Access Investment Management held its Ares Capital (ARCC) position steady in Q2 2026 at 30,675 shares worth $568K. The position accounts for 0.15% of the portfolio, ranked #63.

Access Investment Management first reported a position in ARCC in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.27M in Q2 2025. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Access Investment Management held 30,675 shares of Ares Capital worth $568K as of Q2 2026.
Access Investment Management left its Ares Capital share count unchanged in Q2 2026.
Ares Capital made up 0.15% of Access Investment Management's portfolio in Q2 2026, its #63 holding.
Access Investment Management first reported a position in Ares Capital in Q4 2023 and has held it in 10 quarters since.
Access Investment Management's Ares Capital position peaked at $1.27M in Q2 2025.
786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.