Founders Financial Alliance’s Ares Capital ARCC Stock Holding History

Founders Financial Alliance’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	$248K	Sell	13,392 -20,941	-61%	-$391K	0.03%	386
2026 Q1	$619K	Sell	34,333 -29	-0.1%	-$561	0.11%	180
2025 Q4	$695K	Buy	34,362 +620	+2%	+$12.5K	0.13%	156
2025 Q3	$689K	Buy	33,742 +9,484	+39%	+$211K	0.13%	155
2025 Q2	$533K	Sell	24,258 -7,528	-24%	-$160K	0.12%	166
2025 Q1	$704K	Buy	31,786 +4,121	+15%	+$93.5K	0.17%	126
2024 Q4	$606K	Sell	27,665 -451	-2%	-$9.73K	0.17%	121
2024 Q3	$589K	Buy	28,116 +50	+0.2%	+$1.04K	0.16%	122
2024 Q2	$585K	Buy	28,066 +79	+0.3%	+$1.65K	0.17%	117
2024 Q1	$583K	Buy	+27,987	New	+$567K	0.17%	118

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

Founders Financial Alliance's ARCC Position: Q2 2026 in Review

Founders Financial Alliance reduced its Ares Capital (ARCC) stake by 61% in Q2 2026, selling an estimated $391K and leaving 13,392 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #386.

Founders Financial Alliance first reported a position in ARCC in Q1 2024 and has held it in 10 quarters since. The position peaked at $704K in Q1 2025. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Founders Financial Alliance held 13,392 shares of Ares Capital worth $248K as of Q2 2026.
Founders Financial Alliance sold 20,941 Ares Capital shares in Q2 2026, an estimated $391K.
Ares Capital made up 0.03% of Founders Financial Alliance's portfolio in Q2 2026, its #386 holding.
Founders Financial Alliance first reported a position in Ares Capital in Q1 2024 and has held it in 10 quarters since.
Founders Financial Alliance's Ares Capital position peaked at $704K in Q1 2025.
784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.