FFO
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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
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
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

Fiduciary Family Office's ARCC Position: Q1 2026 in Review

Fiduciary Family Office held its Ares Capital (ARCC) position steady in Q1 2026 at 11,186 shares worth $202K. The position accounts for 0.06% of the portfolio, ranked #179.

Fiduciary Family Office first reported a position in ARCC in Q4 2023 and has held it in 7 quarters since. The position peaked at $248K in Q1 2025. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Fiduciary Family Office held 11,186 shares of Ares Capital worth $202K as of Q1 2026.
  • Fiduciary Family Office left its Ares Capital share count unchanged in Q1 2026.
  • Ares Capital made up 0.06% of Fiduciary Family Office's portfolio in Q1 2026, its #179 holding.
  • Fiduciary Family Office first reported a position in Ares Capital in Q4 2023 and has held it in 7 quarters since.
  • Fiduciary Family Office's Ares Capital position peaked at $248K in Q1 2025.
  • 807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.