Forum Finance Group’s Ares Capital ARCC Stock Holding History

Forum Finance 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 Q2	$4K	Hold	250	–	–	﹤0.01%	317
2026 Q1	$4K	Buy	+250	New	+$4.84K	﹤0.01%	298

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

Forum Finance Group's ARCC Position: Q2 2026 in Review

Forum Finance Group held its Ares Capital (ARCC) position steady in Q2 2026 at 250 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Forum Finance Group first reported a position in ARCC in Q1 2026 and has held it in 2 quarters since. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Forum Finance Group held 250 shares of Ares Capital worth $4K as of Q2 2026.
Forum Finance Group left its Ares Capital share count unchanged in Q2 2026.
Ares Capital made up ﹤0.01% of Forum Finance Group's portfolio in Q2 2026, its #317 holding.
Forum Finance Group first reported a position in Ares Capital in Q1 2026 and has held it in 2 quarters since.
784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.