Action Point Financial Planning’s Ares Capital ARCC Stock Holding History

Action Point Financial Planning’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	$17.8K	Buy	+962	New	+$18K	﹤0.01%	1177

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

Action Point Financial Planning's ARCC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Ares Capital (ARCC) in Q2 2026: 962 shares worth $17.8K. The stake represents ﹤0.01% of the portfolio and ranks #1177 among its holdings.

783 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Action Point Financial Planning held 962 shares of Ares Capital worth $17.8K as of Q2 2026.
Ares Capital was a new Action Point Financial Planning position in Q2 2026.
Ares Capital made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1177 holding.
783 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.