Fiduciary Family Office’s Ares Capital ARCC Stock Holding History

Fiduciary Family Office’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	$207K	Sell	11,185 -1	-0%	-$19	0.05%	176
2026 Q1	$202K	Hold	11,186	–	–	0.06%	179
2025 Q4	$226K	Hold	11,186	–	–	0.07%	170
2025 Q3	$228K	Hold	11,186	–	–	0.07%	176
2025 Q2	$246K	Hold	11,186	–	–	0.08%	167
2025 Q1	$248K	Buy	+11,186	New	+$254K	0.08%	164
2024 Q4	–	Sell	-10,318	Closed	-$216K	–	90
2024 Q3	$216K	Buy	+10,318	New	+$214K	0.07%	194
2024 Q1	–	Sell	-11,000	Closed	-$220K	–	210
2023 Q4	$220K	Buy	+11,000	New	+$215K	0.1%	205

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

Fiduciary Family Office's ARCC Position: Q2 2026 in Review

Fiduciary Family Office reduced its Ares Capital (ARCC) stake by 0.01% in Q2 2026, selling an estimated $19 and leaving 11,185 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #176.

Fiduciary Family Office first reported a position in ARCC in Q4 2023 and has held it in 8 quarters since. The position peaked at $248K in Q1 2025. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Fiduciary Family Office held 11,185 shares of Ares Capital worth $207K as of Q2 2026.
Fiduciary Family Office sold 1 Ares Capital share in Q2 2026, an estimated $19.
Ares Capital made up 0.05% of Fiduciary Family Office's portfolio in Q2 2026, its #176 holding.
Fiduciary Family Office first reported a position in Ares Capital in Q4 2023 and has held it in 8 quarters since.
Fiduciary Family Office's Ares Capital position peaked at $248K in Q1 2025.
786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.