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
2021
Q2 		– Sell
-2,500
Closed -$2K – 2091
2021
Q1 		$2K Buy
+2,500
New +$44.9K ﹤0.01% 2546

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's ARCC Position: Q1 2026 in Review

Creative Planning reduced its Ares Capital (ARCC) stake by 19% in Q1 2026, selling an estimated $1.29M and leaving 279,112 shares worth $5.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Creative Planning first reported a position in ARCC in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.99M in Q4 2025. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Creative Planning held 279,112 shares of Ares Capital worth $5.03M as of Q1 2026.
  • Creative Planning sold 66,577 Ares Capital shares in Q1 2026, an estimated $1.29M.
  • Ares Capital made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1196 holding.
  • Creative Planning first reported a position in Ares Capital in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Ares Capital position peaked at $6.99M in Q4 2025.
  • 807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.