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Edgemoor Investment Advisors’s Ares Capital ARCC Stock Holding History

Edgemoor Investment 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 		$12.9M Buy
715,985
+11,012
+2% +$213K 1.02% 31
2025
Q4 		$14.3M Buy
704,973
+934
+0.1% +$18.8K 1.11% 25
2025
Q3 		$14.4M Buy
704,039
+19,169
+3% +$426K 1.11% 24
2025
Q2 		$15M Sell
684,870
-37,869
-5% -$805K 1.3% 22
2025
Q1 		$16M Sell
722,739
-5,183
-0.7% -$118K 1.47% 18
2024
Q4 		$15.9M Sell
727,922
-2,589
-0.4% -$55.9K 1.4% 18
2024
Q3 		$15.3M Buy
730,511
+10,259
+1% +$213K 1.33% 20
2024
Q2 		$15M Buy
720,252
+11,180
+2% +$234K 1.4% 19
2024
Q1 		$14.8M Buy
709,072
+29,732
+4% +$602K 1.4% 19
2023
Q4 		$13.6M Sell
679,340
-5,992
-0.9% -$117K 1.42% 20
2023
Q3 		$13.3M Buy
685,332
+4,897
+0.7% +$94.9K 1.58% 17
2023
Q2 		$12.8M Sell
680,435
-12,449
-2% -$230K 1.44% 18
2023
Q1 		$12.7M Sell
692,884
-10,925
-2% -$207K 1.54% 17
2022
Q4 		$13M Buy
703,809
+10,649
+2% +$200K 1.63% 16
2022
Q3 		$11.7M Buy
693,160
+8,106
+1% +$157K 1.56% 17
2022
Q2 		$12.3M Buy
685,054
+797
+0.1% +$15.7K 1.55% 17
2022
Q1 		$14.3M Buy
684,257
+16,628
+2% +$354K 1.51% 16
2021
Q4 		$14.1M Buy
667,629
+15,277
+2% +$317K 1.45% 18
2021
Q3 		$13.3M Sell
652,352
-98,247
-13% -$1.97M 1.51% 17
2021
Q2 		$14.7M Buy
750,599
+37,664
+5% +$729K 1.37% 25
2021
Q1 		$13.3M Buy
712,935
+16,913
+2% +$304K 1.34% 26
2020
Q4 		$11.8M Buy
696,022
+25,244
+4% +$391K 1.32% 26
2020
Q3 		$9.36M Sell
670,778
-32,106
-5% -$457K 1.16% 30
2020
Q2 		$10.2M Sell
702,884
-4,175
-0.6% -$56.3K 1.37% 24
2020
Q1 		$7.62M Sell
707,059
-13,292
-2% -$224K 1.24% 33
2019
Q4 		$13.4M Sell
720,351
-5,380
-0.7% -$99.9K 1.53% 20
2019
Q3 		$13.5M Buy
725,731
+244
+0% +$4.53K 1.67% 18
2019
Q2 		$13M Buy
725,487
+12,122
+2% +$214K 1.64% 19
2019
Q1 		$12.2M Buy
713,365
+33,148
+5% +$555K 1.61% 21
2018
Q4 		$10.6M Buy
680,217
+1,327
+0.2% +$22K 1.58% 20
2018
Q3 		$11.7M Buy
678,890
+13,581
+2% +$233K 1.45% 23
2018
Q2 		$10.9M Sell
665,309
-5,101
-0.8% -$83.8K 1.46% 22
2018
Q1 		$10.6M Sell
670,410
-2,845
-0.4% -$45.1K 1.42% 23
2017
Q4 		$10.8M Sell
673,255
-4,152
-0.6% -$67.4K 1.36% 26
2017
Q3 		$11.1M Buy
677,407
+2,768
+0.4% +$44.8K 1.5% 23
2017
Q2 		$11.1M Buy
674,639
+28,824
+4% +$486K 1.51% 22
2017
Q1 		$11.2M Buy
645,815
+4,839
+0.8% +$83.6K 1.6% 19
2016
Q4 		$10.6M Buy
640,976
+9,720
+2% +$153K 1.61% 22
2016
Q3 		$9.78M Buy
631,256
+7,076
+1% +$109K 1.5% 23
2016
Q2 		$8.86M Buy
624,180
+10,161
+2% +$151K 1.4% 25
2016
Q1 		$9.11M Sell
614,019
-36,113
-6% -$497K 1.42% 22
2015
Q4 		$9.26M Sell
650,132
-35,437
-5% -$538K 1.39% 21
2015
Q3 		$9.93M Buy
685,569
+4,261
+0.6% +$66.9K 1.51% 21
2015
Q2 		$11.2M Sell
681,308
-4,569
-0.7% -$76.3K 1.63% 19
2015
Q1 		$11.8M Buy
685,877
+103,213
+18% +$1.72M 1.67% 21
2014
Q4 		$9.09M Buy
582,664
+14,196
+2% +$226K 1.33% 27
2014
Q3 		$9.19M Sell
568,468
-3,051
-0.5% -$51.5K 1.35% 26
2014
Q2 		$10.2M Buy
571,519
+16,342
+3% +$281K 1.5% 26
2014
Q1 		$9.78M Buy
555,177
+21,113
+4% +$377K 1.54% 27
2013
Q4 		$9.49M Buy
534,064
+17,526
+3% +$309K 1.5% 29
2013
Q3 		$8.93M Buy
516,538
+37,565
+8% +$658K 1.56% 28
2013
Q2 		$8.24M Buy
+478,973
New +$8.36M 1.46% 29

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

Edgemoor Investment Advisors's ARCC Position: Q1 2026 in Review

Edgemoor Investment Advisors increased its Ares Capital (ARCC) stake by 1.6% in Q1 2026, buying an estimated $213K and bringing the position to 715,985 shares worth $12.9M. The position accounts for 1.02% of the portfolio, ranked #31.

Edgemoor Investment Advisors first reported a position in ARCC in Q2 2013 and has held it in 52 quarters since. The position peaked at $16M in Q1 2025. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Edgemoor Investment Advisors held 715,985 shares of Ares Capital worth $12.9M as of Q1 2026.
  • Edgemoor Investment Advisors bought 11,012 Ares Capital shares in Q1 2026, an estimated $213K.
  • Ares Capital made up 1.02% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #31 holding.
  • Edgemoor Investment Advisors first reported a position in Ares Capital in Q2 2013 and has held it in 52 quarters since.
  • Edgemoor Investment Advisors's Ares Capital position peaked at $16M in Q1 2025.
  • 807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.