Future Financial Wealth Management’s Ares Capital ARCC Stock Holding History

Future Financial Wealth Management’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 Q1	$373K	Sell	19,650 -650	-3%	-$12.6K	0.24%	77
2025 Q4	$419K	Hold	20,300	–	–	0.28%	70
2025 Q3	$414K	Hold	20,300	–	–	0.26%	74
2025 Q2	$446K	Hold	20,300	–	–	0.3%	66
2025 Q1	$450K	Buy	20,300 +500	+3%	+$11.3K	0.33%	61
2024 Q4	$433K	Hold	19,800	–	–	0.32%	62
2024 Q3	$415K	Hold	19,800	–	–	0.3%	67
2024 Q2	$413K	Sell	19,800 -1,000	-5%	-$20.9K	0.36%	65
2024 Q1	$433K	Buy	20,800 +200	+1%	+$4.05K	0.33%	63
2023 Q4	$413K	Hold	20,600	–	–	0.41%	60
2023 Q3	$401K	Hold	20,600	–	–	0.44%	57
2023 Q2	$387K	Buy	20,600 +300	+1%	+$5.54K	0.41%	60
2023 Q1	$371K	Buy	20,300 +1,500	+8%	+$28.4K	0.41%	67
2022 Q4	$347K	Hold	18,800	–	–	0.4%	77
2022 Q3	$337K	Hold	18,800	–	–	0.39%	77
2022 Q2	$394K	Hold	18,800	–	–	0.38%	77
2022 Q1	$394K	Hold	18,800	–	–	0.33%	77
2021 Q4	$395K	Buy	18,800 +2,000	+12%	+$41.5K	0.32%	75
2021 Q3	$329K	Hold	16,800	–	–	0.34%	85
2021 Q2	$329K	Hold	16,800	–	–	0.34%	85
2021 Q1	$314K	Hold	16,800	–	–	0.36%	76
2020 Q4	$284K	Buy	+16,800	New	+$260K	0.33%	89

Other funds holding ARCC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Future Financial Wealth Management's ARCC Position: Q1 2026 in Review

Future Financial Wealth Management reduced its Ares Capital (ARCC) stake by 3.2% in Q1 2026, selling an estimated $12.6K and leaving 19,650 shares worth $373K. The position accounts for 0.24% of the portfolio, ranked #77.

Future Financial Wealth Management first reported a position in ARCC in Q4 2020 and has held it in 22 quarters since. The position peaked at $450K in Q1 2025. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

Future Financial Wealth Management held 19,650 shares of Ares Capital worth $373K as of Q1 2026.
Future Financial Wealth Management sold 650 Ares Capital shares in Q1 2026, an estimated $12.6K.
Ares Capital made up 0.24% of Future Financial Wealth Management's portfolio in Q1 2026, its #77 holding.
Future Financial Wealth Management first reported a position in Ares Capital in Q4 2020 and has held it in 22 quarters since.
Future Financial Wealth Management's Ares Capital position peaked at $450K in Q1 2025.
807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Future Financial Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.