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Financial Gravity Companies’s Ares Capital ARCC Stock Holding History

Financial Gravity Companies’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 		$846K Buy
+45,662
New +$852K 0.14% 83
2025
Q2 		$1.38M Buy
+63,054
New +$1.34M 0.27% 71
2024
Q4 		$1.54M Buy
+70,406
New +$1.52M 0.35% 69
2018
Q4 		$0 Buy
+12
New +$199 ﹤0.01% 1360
2018
Q1 		$5K Buy
318
+125
+65% +$1.98K 0.01% 717
2017
Q4 		$3K Buy
+193
New +$3.13K ﹤0.01% 818

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

Financial Gravity Companies's ARCC Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Ares Capital (ARCC) in Q2 2026: 45,662 shares worth $846K. The stake represents 0.14% of the portfolio and ranks #83 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ARCC as recently as Q2 2025.

Financial Gravity Companies first reported a position in ARCC in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.54M in Q4 2024. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Financial Gravity Companies held 45,662 shares of Ares Capital worth $846K as of Q2 2026.
  • Ares Capital was a new Financial Gravity Companies position in Q2 2026.
  • Ares Capital made up 0.14% of Financial Gravity Companies's portfolio in Q2 2026, its #83 holding.
  • Financial Gravity Companies first reported a position in Ares Capital in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Ares Capital position peaked at $1.54M in Q4 2024.
  • 786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.