Almanack Investment Partners’s Ares Capital ARCC Stock Holding History

Almanack Investment Partners’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	$304K	Buy	16,381 +34	+0.2%	+$635	0.04%	232
2026 Q1	$295K	Buy	+16,347	New	+$316K	0.05%	134
2025 Q2	–	Sell	-33,099	Closed	-$733K	–	208
2025 Q1	$733K	Hold	33,099	–	–	0.15%	75
2024 Q4	$725K	Buy	33,099 +13,895	+72%	+$300K	0.11%	94
2024 Q3	$402K	Hold	19,204	–	–	0.06%	121
2024 Q2	$400K	Hold	19,204	–	–	0.07%	119
2024 Q1	$400K	Hold	19,204	–	–	0.07%	116
2023 Q4	$385K	Hold	19,204	–	–	0.07%	107
2023 Q3	$374K	Hold	19,204	–	–	0.07%	98
2023 Q2	$361K	Hold	19,204	–	–	0.06%	110
2023 Q1	$351K	Hold	19,204	–	–	0.07%	113
2022 Q4	$355K	Hold	19,204	–	–	0.08%	111
2022 Q3	$324K	Sell	19,204 -1,933	-9%	-$37.4K	0.06%	102
2022 Q2	$379K	Hold	21,137	–	–	0.04%	280
2022 Q1	$443K	Buy	21,137 +1,933	+10%	+$41.2K	0.04%	281
2021 Q4	$407K	Hold	19,204	–	–	0.03%	301
2021 Q3	$390K	Hold	19,204	–	–	0.03%	304
2021 Q2	$376K	Hold	19,204	–	–	0.04%	276
2021 Q1	$359K	Buy	+19,204	New	+$345K	0.04%	291

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

Almanack Investment Partners's ARCC Position: Q2 2026 in Review

Almanack Investment Partners increased its Ares Capital (ARCC) stake by 0.21% in Q2 2026, buying an estimated $635 and bringing the position to 16,381 shares worth $304K. The position accounts for 0.04% of the portfolio, ranked #232.

Almanack Investment Partners first reported a position in ARCC in Q1 2021 and has held it in 19 quarters since. The position peaked at $733K in Q1 2025. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Almanack Investment Partners held 16,381 shares of Ares Capital worth $304K as of Q2 2026.
Almanack Investment Partners bought 34 Ares Capital shares in Q2 2026, an estimated $635.
Ares Capital made up 0.04% of Almanack Investment Partners's portfolio in Q2 2026, its #232 holding.
Almanack Investment Partners first reported a position in Ares Capital in Q1 2021 and has held it in 19 quarters since.
Almanack Investment Partners's Ares Capital position peaked at $733K in Q1 2025.
784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.