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 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 $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Access Investment Management's ARCC Position: Q1 2026 in Review

Access Investment Management reduced its Ares Capital (ARCC) stake by 47% in Q1 2026, selling an estimated $523K and leaving 30,675 shares worth $553K. The position accounts for 0.15% of the portfolio, ranked #65.

Access Investment Management first reported a position in ARCC in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.27M in Q2 2025. 806 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

Access Investment Management held 30,675 shares of Ares Capital worth $553K as of Q1 2026.
Access Investment Management sold 27,000 Ares Capital shares in Q1 2026, an estimated $523K.
Ares Capital made up 0.15% of Access Investment Management's portfolio in Q1 2026, its #65 holding.
Access Investment Management first reported a position in Ares Capital in Q4 2023 and has held it in 9 quarters since.
Access Investment Management's Ares Capital position peaked at $1.27M in Q2 2025.
806 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Access Investment Management's 13F filing for Q1 2026, filed 22 May 2026.