Compass Financial Management’s Ares Capital ARCC Stock Holding History

Compass Financial Management’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	$7.86K	Buy	+400	New	+$7.47K	﹤0.01%	1107

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Compass Financial Management's ARCC Position: Q2 2026 in Review

Compass Financial Management opened a new position in Ares Capital (ARCC) in Q2 2026: 400 shares worth $7.86K. The stake represents ﹤0.01% of the portfolio and ranks #1107 among its holdings.

749 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Compass Financial Management held 400 shares of Ares Capital worth $7.86K as of Q2 2026.
Ares Capital was a new Compass Financial Management position in Q2 2026.
Ares Capital made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1107 holding.
749 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.