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 Q2	$345K	Sell	18,545 -1,105	-6%	-$20.6K	0.22%	83
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 $1.89T 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

Future Financial Wealth Management's ARCC Position: Q2 2026 in Review

Future Financial Wealth Management reduced its Ares Capital (ARCC) stake by 5.6% in Q2 2026, selling an estimated $20.6K and leaving 18,545 shares worth $345K. The position accounts for 0.22% of the portfolio, ranked #83.

Future Financial Wealth Management first reported a position in ARCC in Q4 2020 and has held it in 23 quarters since. The position peaked at $450K in Q1 2025. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Future Financial Wealth Management held 18,545 shares of Ares Capital worth $345K as of Q2 2026.
Future Financial Wealth Management sold 1,105 Ares Capital shares in Q2 2026, an estimated $20.6K.
Ares Capital made up 0.22% of Future Financial Wealth Management's portfolio in Q2 2026, its #83 holding.
Future Financial Wealth Management first reported a position in Ares Capital in Q4 2020 and has held it in 23 quarters since.
Future Financial Wealth Management's Ares Capital position peaked at $450K in Q1 2025.
786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.