DFA
ARCC icon

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
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 $1.66T 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

DHJJ Financial Advisors's ARCC Position: Q1 2026 in Review

DHJJ Financial Advisors increased its Ares Capital (ARCC) stake by 163% in Q1 2026, buying an estimated $13.6K and bringing the position to 1,129 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #528.

DHJJ Financial Advisors first reported a position in ARCC in Q3 2023 and has held it in 11 quarters since. 806 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • DHJJ Financial Advisors held 1,129 shares of Ares Capital worth $20.3K as of Q1 2026.
  • DHJJ Financial Advisors bought 700 Ares Capital shares in Q1 2026, an estimated $13.6K.
  • Ares Capital made up 0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #528 holding.
  • DHJJ Financial Advisors first reported a position in Ares Capital in Q3 2023 and has held it in 11 quarters since.
  • 806 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.