AIM
ARCC icon

Anchor Investment Management’s Ares Capital ARCC Stock Holding History

Anchor 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 		$111K Hold
6,161
– – 0.01% 466
2025
Q4 		$125K Sell
6,161
-400
-6% -$8.07K 0.01% 442
2025
Q3 		$134K Buy
6,561
+400
+6% +$8.89K 0.01% 437
2025
Q2 		$135K Hold
6,161
– – 0.01% 431
2025
Q1 		$137K Hold
6,161
– – 0.01% 416
2024
Q4 		$135K Hold
6,161
– – 0.01% 420
2024
Q3 		$129K Hold
6,161
– – 0.01% 428
2024
Q2 		$128K Hold
6,161
– – 0.01% 405
2024
Q1 		$128K Hold
6,161
– – 0.01% 418
2023
Q4 		$123K Hold
6,161
– – 0.01% 421
2023
Q3 		$120K Sell
6,161
-100
-2% -$1.94K 0.02% 404
2023
Q2 		$118K Buy
6,261
+100
+2% +$1.85K 0.02% 405
2023
Q1 		$113K Hold
6,161
– – 0.02% 425
2022
Q4 		$114K Hold
6,161
– – 0.02% 416
2022
Q3 		$104K Hold
6,161
– – 0.02% 426
2022
Q2 		$110K Hold
6,161
– – 0.02% 440
2022
Q1 		$129K Hold
6,161
– – 0.02% 436
2021
Q4 		$131K Buy
6,161
+1,161
+23% +$24.1K 0.02% 438
2021
Q3 		$102K Hold
5,000
– – 0.01% 444
2021
Q2 		$98K Hold
5,000
– – 0.01% 459
2021
Q1 		$93.5K Buy
+5,000
New +$89.9K 0.01% 442
2020
Q3 		– Sell
-50
Closed -$723 – 903
2020
Q2 		$723 Buy
+50
New +$675 ﹤0.01% 843
2016
Q3 		– Sell
-243
Closed -$3.73K – 660
2016
Q2 		$3.45K Sell
243
-957
-80% -$14.2K ﹤0.01% 601
2016
Q1 		$17.8K Buy
+1,200
New +$16.5K 0.01% 434

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Anchor Investment Management held its Ares Capital (ARCC) position steady in Q1 2026 at 6,161 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #466.

Anchor Investment Management first reported a position in ARCC in Q1 2016 and has held it in 24 quarters since. The position peaked at $137K in Q1 2025. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Anchor Investment Management held 6,161 shares of Ares Capital worth $111K as of Q1 2026.
  • Anchor Investment Management left its Ares Capital share count unchanged in Q1 2026.
  • Ares Capital made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #466 holding.
  • Anchor Investment Management first reported a position in Ares Capital in Q1 2016 and has held it in 24 quarters since.
  • Anchor Investment Management's Ares Capital position peaked at $137K in Q1 2025.
  • 807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.