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DHJJ Financial Advisors’s Ares Capital ARCC Stock Holding History

DHJJ Financial 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 		$20.9K Hold
1,129
– – 0.01% 532
2026
Q1 		$20.3K Buy
1,129
+700
+163% +$13.6K 0.01% 528
2025
Q4 		$8.68K Hold
429
– – ﹤0.01% 586
2025
Q3 		$8.76K Hold
429
– – ﹤0.01% 566
2025
Q2 		$9.42K Hold
429
– – ﹤0.01% 553
2025
Q1 		$9.51K Hold
429
– – ﹤0.01% 521
2024
Q4 		$9.39K Hold
429
– – ﹤0.01% 509
2024
Q3 		$8.98K Hold
429
– – ﹤0.01% 509
2024
Q2 		$8.94K Hold
429
– – ﹤0.01% 467
2024
Q1 		$8.93K Hold
429
– – ﹤0.01% 460
2023
Q4 		$8.59K Hold
429
– – ﹤0.01% 455
2023
Q3 		$8.35K Buy
+429
New +$8.32K ﹤0.01% 450

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

DHJJ Financial Advisors's ARCC Position: Q2 2026 in Review

DHJJ Financial Advisors held its Ares Capital (ARCC) position steady in Q2 2026 at 1,129 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #532.

DHJJ Financial Advisors first reported a position in ARCC in Q3 2023 and has held it in 12 quarters since. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • DHJJ Financial Advisors held 1,129 shares of Ares Capital worth $20.9K as of Q2 2026.
  • DHJJ Financial Advisors left its Ares Capital share count unchanged in Q2 2026.
  • Ares Capital made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #532 holding.
  • DHJJ Financial Advisors first reported a position in Ares Capital in Q3 2023 and has held it in 12 quarters since.
  • 787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.