EAN
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Excelsior Advisor Network’s Ares Capital ARCC Stock Holding History

Excelsior Advisor Network’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 		$399K Buy
+21,534
New +$402K 0.05% 307

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

Excelsior Advisor Network's ARCC Position: Q2 2026 in Review

Excelsior Advisor Network opened a new position in Ares Capital (ARCC) in Q2 2026: 21,534 shares worth $399K. The stake represents 0.05% of the portfolio and ranks #307 among its holdings.

784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Excelsior Advisor Network held 21,534 shares of Ares Capital worth $399K as of Q2 2026.
  • Ares Capital was a new Excelsior Advisor Network position in Q2 2026.
  • Ares Capital made up 0.05% of Excelsior Advisor Network's portfolio in Q2 2026, its #307 holding.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.