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Atomi Financial Group’s Ares Capital ARCC Stock Holding History

Atomi Financial Group’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 		$551K Buy
30,591
+2,415
+9% +$46.8K 0.02% 681
2025
Q4 		$570K Sell
28,176
-2,154
-7% -$43.4K 0.02% 631
2025
Q3 		$619K Buy
30,330
+657
+2% +$14.6K 0.02% 560
2025
Q2 		$652K Buy
29,673
+66
+0.2% +$1.4K 0.02% 486
2025
Q1 		$656K Sell
29,607
-1,950
-6% -$44.3K 0.03% 424
2024
Q4 		$691K Buy
31,557
+1,639
+5% +$35.4K 0.03% 364
2024
Q3 		$626K Sell
29,918
-18,857
-39% -$392K 0.04% 377
2024
Q2 		$1.02M Buy
48,775
+5,433
+13% +$113K 0.08% 206
2024
Q1 		$902K Buy
43,342
+600
+1% +$12.2K 0.08% 198
2023
Q4 		$856K Buy
42,742
+17,783
+71% +$347K 0.12% 158
2023
Q3 		$486K Buy
24,959
+5,644
+29% +$109K 0.16% 156
2023
Q2 		$363K Buy
19,315
+1,505
+8% +$27.8K 0.17% 159
2023
Q1 		$325K Buy
+17,810
New +$337K 0.18% 134

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

Atomi Financial Group's ARCC Position: Q1 2026 in Review

Atomi Financial Group increased its Ares Capital (ARCC) stake by 8.6% in Q1 2026, buying an estimated $46.8K and bringing the position to 30,591 shares worth $551K. The position accounts for 0.02% of the portfolio, ranked #681.

Atomi Financial Group first reported a position in ARCC in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.02M in Q2 2024. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Atomi Financial Group held 30,591 shares of Ares Capital worth $551K as of Q1 2026.
  • Atomi Financial Group bought 2,415 Ares Capital shares in Q1 2026, an estimated $46.8K.
  • Ares Capital made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #681 holding.
  • Atomi Financial Group first reported a position in Ares Capital in Q1 2023 and has held it in 13 quarters since.
  • Atomi Financial Group's Ares Capital position peaked at $1.02M in Q2 2024.
  • 807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.