BPI
ARCC icon

BFC Planning, Inc.’s Ares Capital ARCC Stock Holding History

BFC Planning, Inc.’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
Q3 		$434K Buy
22,745
+1,373
+6% +$26.6K 0.02% 644
2026
Q2 		$396K Buy
21,372
+3,357
+19% +$62.7K 0.02% 691
2026
Q1 		$325K Sell
18,015
-2,063
-10% -$39.9K 0.01% 701
2025
Q4 		$406K Buy
20,078
+15,055
+300% +$304K 0.02% 615
2025
Q3 		$103K Buy
5,023
+13
+0.3% +$289 0.01% 916
2025
Q2 		$110K Sell
5,010
-174
-3% -$3.7K 0.01% 849
2025
Q1 		$115K Buy
5,184
+111
+2% +$2.52K 0.01% 815
2024
Q4 		$111K Sell
5,073
-250
-5% -$5.39K 0.01% 816
2024
Q3 		$111K Buy
+5,323
New +$111K 0.01% 831

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Advisors Capital Management
Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

BFC Planning, Inc.'s ARCC Position: Q3 2026 in Review

BFC Planning, Inc. increased its Ares Capital (ARCC) stake by 6.4% in Q3 2026, buying an estimated $26.6K and bringing the position to 22,745 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #644.

BFC Planning, Inc. first reported a position in ARCC in Q3 2024 and has held it in 9 quarters since. 681 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

  • BFC Planning, Inc. held 22,745 shares of Ares Capital worth $434K as of Q3 2026.
  • BFC Planning, Inc. bought 1,373 Ares Capital shares in Q3 2026, an estimated $26.6K.
  • Ares Capital made up 0.02% of BFC Planning, Inc.'s portfolio in Q3 2026, its #644 holding.
  • BFC Planning, Inc. first reported a position in Ares Capital in Q3 2024 and has held it in 9 quarters since.
  • 681 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.