Fortis Group Advisors’s Ares Capital ARCC Stock Holding History

Fortis Group 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	$3.56K	Hold	192	–	–	﹤0.01%	472
2026 Q1	$3.46K	Hold	192	–	–	﹤0.01%	459
2025 Q4	$3.88K	Hold	192	–	–	﹤0.01%	454
2025 Q3	$3.92K	Hold	192	–	–	﹤0.01%	412
2025 Q2	$4.22K	Hold	192	–	–	﹤0.01%	401
2025 Q1	$4.25K	Hold	192	–	–	﹤0.01%	366
2024 Q4	$4.2K	Hold	192	–	–	﹤0.01%	380
2024 Q3	$4.02K	Hold	192	–	–	﹤0.01%	369
2024 Q2	$4K	Hold	192	–	–	﹤0.01%	369
2024 Q1	$4K	Sell	192 -192	-50%	-$3.89K	﹤0.01%	389
2023 Q4	$7.69K	Buy	384 +192	+100%	+$3.75K	﹤0.01%	324
2023 Q3	$3.74K	Buy	+192	New	+$3.72K	﹤0.01%	317
2020 Q3	$2K	Buy	+192	New	+$2.73K	﹤0.01%	384

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 Group Advisors's ARCC Position: Q2 2026 in Review

Fortis Group Advisors held its Ares Capital (ARCC) position steady in Q2 2026 at 192 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Fortis Group Advisors first reported a position in ARCC in Q3 2020 and has held it in 13 quarters since. The position peaked at $7.69K in Q4 2023. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Fortis Group Advisors held 192 shares of Ares Capital worth $3.56K as of Q2 2026.
Fortis Group Advisors left its Ares Capital share count unchanged in Q2 2026.
Ares Capital made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #472 holding.
Fortis Group Advisors first reported a position in Ares Capital in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Ares Capital position peaked at $7.69K in Q4 2023.
784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.