Family Management’s Ares Capital ARCC Stock Holding History

Family Management’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	$4.08M	Buy	220,010 +31,569	+17%	+$589K	0.42%	52
2026 Q1	$3.4M	Buy	188,441 +87,298	+86%	+$1.69M	0.41%	57
2025 Q4	$2.05M	Buy	101,143 +39,404	+64%	+$795K	0.26%	80
2025 Q3	$1.26M	Sell	61,739 -2,345	-4%	-$52.1K	0.17%	90
2025 Q2	$1.41M	Sell	64,084 -5,813	-8%	-$124K	0.21%	87
2025 Q1	$1.55M	Sell	69,897 -1,041	-1%	-$23.6K	0.25%	77
2024 Q4	$1.55M	Sell	70,938 -403	-0.6%	-$8.69K	0.25%	75
2024 Q3	$1.49M	Buy	71,341 +10,951	+18%	+$227K	0.25%	73
2024 Q2	$1.26M	Sell	60,390 -31,956	-35%	-$668K	0.22%	71
2024 Q1	$1.92M	Sell	92,346 -10,524	-10%	-$213K	0.35%	64
2023 Q4	$2.06M	Sell	102,870 -15,669	-13%	-$306K	0.43%	55
2023 Q3	$2.31M	Buy	118,539 +28,149	+31%	+$546K	0.52%	44
2023 Q2	$1.7M	Buy	90,390 +27,395	+43%	+$506K	0.37%	49
2023 Q1	$1.15M	Sell	62,995 -839	-1%	-$15.9K	0.27%	59
2022 Q4	$1.18M	Buy	63,834 +6,940	+12%	+$130K	0.29%	63
2022 Q3	$960K	Buy	+56,894	New	+$1.1M	0.25%	66
2014 Q3	–	Sell	-29,766	Closed	-$532K	–	91
2014 Q2	$532K	Buy	+29,766	New	+$511K	0.26%	54

Other funds holding ARCC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Family Management's ARCC Position: Q2 2026 in Review

Family Management increased its Ares Capital (ARCC) stake by 17% in Q2 2026, buying an estimated $589K and bringing the position to 220,010 shares worth $4.08M. The position accounts for 0.42% of the portfolio, ranked #52.

Family Management first reported a position in ARCC in Q2 2014 and has held it in 17 quarters since. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Family Management held 220,010 shares of Ares Capital worth $4.08M as of Q2 2026.
Family Management bought 31,569 Ares Capital shares in Q2 2026, an estimated $589K.
Ares Capital made up 0.42% of Family Management's portfolio in Q2 2026, its #52 holding.
Family Management first reported a position in Ares Capital in Q2 2014 and has held it in 17 quarters since.
784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.