BFG
ARCC icon

Baron Financial Group’s Ares Capital ARCC Stock Holding History

Baron 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 		$481K Hold
25,977
– – 0.23% 43
2026
Q1 		$468K Hold
25,977
– – 0.25% 41
2025
Q4 		$526K Hold
25,977
– – 0.28% 38
2025
Q3 		$530K Buy
25,977
+6,115
+31% +$136K 0.29% 36
2025
Q2 		$436K Buy
19,862
+281
+1% +$5.98K 0.26% 38
2025
Q1 		$434K Buy
19,581
+274
+1% +$6.22K 0.27% 38
2024
Q4 		$423K Buy
19,307
+269
+1% +$5.8K 0.26% 39
2024
Q3 		$399K Buy
19,038
+131
+0.7% +$2.72K 0.24% 39
2024
Q2 		$394K Buy
18,907
+541
+3% +$11.3K 0.25% 39
2024
Q1 		$382K Hold
18,366
– – 0.24% 39
2023
Q4 		$368K Buy
18,366
+543
+3% +$10.6K 0.23% 41
2023
Q3 		$347K Buy
17,823
+271
+2% +$5.25K 0.23% 39
2023
Q2 		$330K Buy
17,552
+187
+1% +$3.45K 0.2% 39
2023
Q1 		$317K Hold
17,365
– – 0.2% 40
2022
Q4 		$321K Buy
17,365
+814
+5% +$15.3K 0.21% 45
2022
Q3 		$279K Buy
16,551
+354
+2% +$6.84K 0.19% 45
2022
Q2 		$290K Buy
16,197
+298
+2% +$5.87K 0.19% 38
2022
Q1 		$333K Hold
15,899
– – 0.19% 38
2021
Q4 		$337K Buy
15,899
+288
+2% +$5.98K 0.19% 39
2021
Q3 		$317K Buy
15,611
+294
+2% +$5.89K 0.19% 38
2021
Q2 		$300K Buy
15,317
+300
+2% +$5.81K 0.19% 39
2021
Q1 		$281K Buy
15,017
+2,800
+23% +$50.3K 0.19% 40
2020
Q4 		$206K Buy
12,217
+571
+5% +$8.85K 0.16% 44
2020
Q3 		$162K Buy
+11,646
New +$166K 0.15% 46

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

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

Baron Financial Group held its Ares Capital (ARCC) position steady in Q2 2026 at 25,977 shares worth $481K. The position accounts for 0.23% of the portfolio, ranked #43.

Baron Financial Group first reported a position in ARCC in Q3 2020 and has held it in 24 quarters since. The position peaked at $530K in Q3 2025. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Baron Financial Group held 25,977 shares of Ares Capital worth $481K as of Q2 2026.
  • Baron Financial Group left its Ares Capital share count unchanged in Q2 2026.
  • Ares Capital made up 0.23% of Baron Financial Group's portfolio in Q2 2026, its #43 holding.
  • Baron Financial Group first reported a position in Ares Capital in Q3 2020 and has held it in 24 quarters since.
  • Baron Financial Group's Ares Capital position peaked at $530K in Q3 2025.
  • 787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.