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Asset Planning Inc’s Ares Capital ARCC Stock Holding History

Asset Planning Inc’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 		– Sell
-700
Closed -$14.2K – 301
2025
Q4 		$14.2K Hold
700
– – 0.01% 219
2025
Q3 		$14.3K Hold
700
– – 0.01% 224
2025
Q2 		$15.4K Hold
700
– – 0.01% 215
2025
Q1 		$15.5K Hold
700
– – 0.01% 220
2024
Q4 		$15.3K Buy
+700
New +$15.1K 0.01% 222

Other funds holding ARCC

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UBS Group
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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

Asset Planning Inc's ARCC Position: Q1 2026 in Review

Asset Planning Inc sold out of Ares Capital (ARCC) in Q1 2026, closing a stake of 700 shares — an estimated $14.2K sold.

Asset Planning Inc first reported a position in ARCC in Q4 2024 and held it in 5 quarters. The position peaked at $15.5K in Q1 2025. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Asset Planning Inc reported no remaining Ares Capital position as of Q1 2026 after selling out during the quarter.
  • Asset Planning Inc sold 700 Ares Capital shares in Q1 2026, an estimated $14.2K.
  • Asset Planning Inc first reported a position in Ares Capital in Q4 2024 and held it in 5 quarters.
  • Asset Planning Inc's Ares Capital position peaked at $15.5K in Q1 2025.
  • 807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.