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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
Q2 		$603K Buy
32,540
+1,949
+6% +$36.4K 0.02% 685
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 $1.89T 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

Atomi Financial Group's ARCC Position: Q2 2026 in Review

Atomi Financial Group increased its Ares Capital (ARCC) stake by 6.4% in Q2 2026, buying an estimated $36.4K and bringing the position to 32,540 shares worth $603K. The position accounts for 0.02% of the portfolio, ranked #685.

Atomi Financial Group first reported a position in ARCC in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.02M in Q2 2024. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Atomi Financial Group held 32,540 shares of Ares Capital worth $603K as of Q2 2026.
  • Atomi Financial Group bought 1,949 Ares Capital shares in Q2 2026, an estimated $36.4K.
  • Ares Capital made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #685 holding.
  • Atomi Financial Group first reported a position in Ares Capital in Q1 2023 and has held it in 14 quarters since.
  • Atomi Financial Group's Ares Capital position peaked at $1.02M in Q2 2024.
  • 787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.