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Fiduciary Group’s Ares Capital ARCC Stock Holding History

Fiduciary Group’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 		$792K Buy
43,967
+11,257
+34% +$218K 0.07% 175
2025
Q4 		$662K Buy
32,710
+134
+0.4% +$2.7K 0.06% 182
2025
Q3 		$665K Buy
32,576
+1,263
+4% +$28.1K 0.06% 183
2025
Q2 		$688K Buy
31,313
+6,801
+28% +$145K 0.06% 175
2025
Q1 		$543K Buy
24,512
+2,661
+12% +$60.4K 0.05% 188
2024
Q4 		$478K Buy
21,851
+500
+2% +$10.8K 0.05% 195
2024
Q3 		$447K Buy
21,351
+5,801
+37% +$120K 0.05% 201
2024
Q2 		$324K Buy
15,550
+1,700
+12% +$35.5K 0.03% 225
2024
Q1 		$288K Hold
13,850
– – 0.03% 231
2023
Q4 		$277K Buy
13,850
+300
+2% +$5.85K 0.03% 231
2023
Q3 		$264K Buy
13,550
+600
+5% +$11.6K 0.03% 217
2023
Q2 		$243K Buy
12,950
+100
+0.8% +$1.85K 0.03% 223
2023
Q1 		$235K Buy
12,850
+1,800
+16% +$34K 0.03% 220
2022
Q4 		$204K Hold
11,050
– – 0.03% 222
2022
Q3 		$215K Buy
+11,050
New +$214K 0.03% 229

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 Group's ARCC Position: Q1 2026 in Review

Fiduciary Group increased its Ares Capital (ARCC) stake by 34% in Q1 2026, buying an estimated $218K and bringing the position to 43,967 shares worth $792K. The position accounts for 0.07% of the portfolio, ranked #175.

Fiduciary Group first reported a position in ARCC in Q3 2022 and has held it in 15 quarters since. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Fiduciary Group held 43,967 shares of Ares Capital worth $792K as of Q1 2026.
  • Fiduciary Group bought 11,257 Ares Capital shares in Q1 2026, an estimated $218K.
  • Ares Capital made up 0.07% of Fiduciary Group's portfolio in Q1 2026, its #175 holding.
  • Fiduciary Group first reported a position in Ares Capital in Q3 2022 and has held it in 15 quarters since.
  • 807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.