AIS
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Advocate Investing Services’s Ares Capital ARCC Stock Holding History

Advocate Investing Services’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 		$323K Hold
17,410
– – 0.25% 79
2026
Q1 		$314K Buy
17,410
+14,342
+467% +$278K 0.27% 78
2025
Q4 		$62.1K Buy
+3,068
New +$61.9K 0.06% 131

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advocate Investing Services's ARCC Position: Q2 2026 in Review

Advocate Investing Services held its Ares Capital (ARCC) position steady in Q2 2026 at 17,410 shares worth $323K. The position accounts for 0.25% of the portfolio, ranked #79.

Advocate Investing Services first reported a position in ARCC in Q4 2025 and has held it in 3 quarters since. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Advocate Investing Services held 17,410 shares of Ares Capital worth $323K as of Q2 2026.
  • Advocate Investing Services left its Ares Capital share count unchanged in Q2 2026.
  • Ares Capital made up 0.25% of Advocate Investing Services's portfolio in Q2 2026, its #79 holding.
  • Advocate Investing Services first reported a position in Ares Capital in Q4 2025 and has held it in 3 quarters since.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.