Capstone Investment Advisors’s Ares Capital ARCC Stock Holding History

Capstone Investment Advisors’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	$195K	Buy	10,544 +109	+1%	+$2.04K	﹤0.01%	1614
2026 Q1	$188K	Buy	+10,435	New	+$202K	﹤0.01%	1527
2025 Q4	–	Sell	-30,527	Closed	-$623K	–	1579
2025 Q3	$623K	Buy	+30,527	New	+$678K	﹤0.01%	1253
2023 Q3	–	Sell	-23,786	Closed	-$447K	–	2094
2023 Q2	$447K	Buy	+23,786	New	+$439K	﹤0.01%	1207
2016 Q3	–	Sell	-30,500	Closed	-$433K	–	731
2016 Q2	$433K	Buy	30,500 +4,510	+17%	+$66.9K	0.01%	497
2016 Q1	$385K	Buy	+25,990	New	+$358K	0.01%	459

Other funds holding ARCC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capstone Investment Advisors's ARCC Position: Q2 2026 in Review

Capstone Investment Advisors increased its Ares Capital (ARCC) stake by 1% in Q2 2026, buying an estimated $2.04K and bringing the position to 10,544 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Capstone Investment Advisors first reported a position in ARCC in Q1 2016 and has held it in 6 quarters since. The position peaked at $623K in Q3 2025. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Capstone Investment Advisors held 10,544 shares of Ares Capital worth $195K as of Q2 2026.
Capstone Investment Advisors bought 109 Ares Capital shares in Q2 2026, an estimated $2.04K.
Ares Capital made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1614 holding.
Capstone Investment Advisors first reported a position in Ares Capital in Q1 2016 and has held it in 6 quarters since.
Capstone Investment Advisors's Ares Capital position peaked at $623K in Q3 2025.
787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.