Creative Planning
ARCC icon

Creative Planning’s Ares Capital ARCC Stock Holding History

Creative Planning’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
2015
Q1 		– Sell
-1,000
Closed -$1K – 4196
2014
Q4 		$1K Buy
+1,000
New +$15.9K ﹤0.01% 3945

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

Creative Planning's ARCC Position: Q2 2026 in Review

Creative Planning increased its Ares Capital (ARCC) stake by 1.9% in Q2 2026, buying an estimated $96.8K and bringing the position to 284,299 shares worth $5.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Creative Planning first reported a position in ARCC in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.99M in Q4 2025. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Creative Planning held 284,299 shares of Ares Capital worth $5.27M as of Q2 2026.
  • Creative Planning bought 5,187 Ares Capital shares in Q2 2026, an estimated $96.8K.
  • Ares Capital made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1365 holding.
  • Creative Planning first reported a position in Ares Capital in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's Ares Capital position peaked at $6.99M in Q4 2025.
  • 786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.