Advisory Advocates’s Ares Capital ARCC Stock Holding History

Advisory Advocates’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	$337K	Buy	+18,180	New	+$339K	0.29%	126
2026 Q1	–	Sell	-14,856	Closed	-$301K	–	163
2025 Q4	$301K	Buy	+14,856	New	+$300K	0.3%	117

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advisory Advocates's ARCC Position: Q2 2026 in Review

Advisory Advocates opened a new position in Ares Capital (ARCC) in Q2 2026: 18,180 shares worth $337K. The stake represents 0.29% of the portfolio and ranks #126 among its holdings. This is a return to the name: Advisory Advocates previously reported a position in ARCC as recently as Q4 2025.

Advisory Advocates first reported a position in ARCC in Q4 2025 and has held it in 2 quarters since. 749 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Advisory Advocates held 18,180 shares of Ares Capital worth $337K as of Q2 2026.
Ares Capital was a new Advisory Advocates position in Q2 2026.
Ares Capital made up 0.29% of Advisory Advocates's portfolio in Q2 2026, its #126 holding.
Advisory Advocates first reported a position in Ares Capital in Q4 2025 and has held it in 2 quarters since.
749 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.