Fortis Capital Advisors’s Ares Capital ARCC Stock Holding History

Fortis Capital Advisors’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	$252K	Buy	13,591 +2,839	+26%	+$53K	0.03%	356
2026 Q1	$194K	Sell	10,752 -1,244	-10%	-$24.1K	0.03%	363
2025 Q4	$243K	Buy	11,996 +1,317	+12%	+$26.6K	0.04%	268
2025 Q3	$218K	Buy	+10,679	New	+$237K	0.03%	256
2025 Q2	–	Sell	-18,517	Closed	-$410K	–	242
2025 Q1	$410K	Buy	18,517 +1,232	+7%	+$28K	0.08%	175
2024 Q4	$364K	Hold	17,285	–	–	0.12%	131
2024 Q3	$362K	Sell	17,285 -14,900	-46%	-$309K	0.12%	132
2024 Q2	$671K	Buy	32,185 +7,081	+28%	+$148K	0.24%	80
2024 Q1	$523K	Sell	25,104 -12,740	-34%	-$258K	0.22%	82
2023 Q4	$758K	Buy	37,844 +1,693	+5%	+$33K	0.41%	40
2023 Q3	$704K	Buy	+36,151	New	+$701K	0.45%	40
2023 Q2	–	Sell	-1,219	Closed	-$22.3K	–	141
2023 Q1	$22.3K	Buy	1,219 +220	+22%	+$4.16K	0.01%	392
2022 Q4	$18.5K	Buy	+999	New	+$18.8K	0.01%	424

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

Fortis Capital Advisors's ARCC Position: Q2 2026 in Review

Fortis Capital Advisors increased its Ares Capital (ARCC) stake by 26% in Q2 2026, buying an estimated $53K and bringing the position to 13,591 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #356.

Fortis Capital Advisors first reported a position in ARCC in Q4 2022 and has held it in 13 quarters since. The position peaked at $758K in Q4 2023. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Fortis Capital Advisors held 13,591 shares of Ares Capital worth $252K as of Q2 2026.
Fortis Capital Advisors bought 2,839 Ares Capital shares in Q2 2026, an estimated $53K.
Ares Capital made up 0.03% of Fortis Capital Advisors's portfolio in Q2 2026, its #356 holding.
Fortis Capital Advisors first reported a position in Ares Capital in Q4 2022 and has held it in 13 quarters since.
Fortis Capital Advisors's Ares Capital position peaked at $758K in Q4 2023.
784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.