Creative Financial Designs’s Ares Capital ARCC Stock Holding History

Creative Financial Designs’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	$27.2K	Buy	1,467 +10	+0.7%	+$187	﹤0.01%	1213
2026 Q1	$26.3K	Buy	1,457 +1,109	+319%	+$21.5K	﹤0.01%	1114
2025 Q4	$7.04K	Buy	348 +8	+2%	+$161	﹤0.01%	1430
2025 Q3	$6.94K	Buy	340 +8	+2%	+$178	﹤0.01%	1451
2025 Q2	$7.29K	Buy	332 +7	+2%	+$149	﹤0.01%	1426
2025 Q1	$7.2K	Buy	+325	New	+$7.38K	﹤0.01%	1380
2024 Q2	–	Sell	-120	Closed	-$2.51K	–	1644
2024 Q1	$2.5K	Hold	120	–	–	﹤0.01%	1454
2023 Q4	$2.4K	Buy	+120	New	+$2.34K	﹤0.01%	1401
2021 Q1	–	Sell	-1,400	Closed	-$24K	–	1299
2020 Q4	$24K	Hold	1,400	–	–	0.01%	676
2020 Q3	$20K	Hold	1,400	–	–	﹤0.01%	657
2020 Q2	$20K	Buy	+1,400	New	+$18.9K	0.01%	599
2018 Q3	–	Sell	-20	Closed	–	–	741
2018 Q2	$0	Buy	20 +1	+5%	+$16	﹤0.01%	751
2018 Q1	$0	Hold	19	–	–	﹤0.01%	696
2017 Q4	$0	Buy	+19	New	+$309	﹤0.01%	694
2017 Q2	–	Sell	-193	Closed	-$3K	–	754
2017 Q1	$3K	Buy	+193	New	+$3.33K	﹤0.01%	540

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

Creative Financial Designs's ARCC Position: Q2 2026 in Review

Creative Financial Designs increased its Ares Capital (ARCC) stake by 0.69% in Q2 2026, buying an estimated $187 and bringing the position to 1,467 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Creative Financial Designs first reported a position in ARCC in Q1 2017 and has held it in 15 quarters since. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Creative Financial Designs held 1,467 shares of Ares Capital worth $27.2K as of Q2 2026.
Creative Financial Designs bought 10 Ares Capital shares in Q2 2026, an estimated $187.
Ares Capital made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1213 holding.
Creative Financial Designs first reported a position in Ares Capital in Q1 2017 and has held it in 15 quarters since.
787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.