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Garton & Associates Financial Advisors’s Ares Capital ARCC Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-2,164
Closed -$43.8K – 153
2025
Q4 		$43.8K Buy
+2,164
New +$43.7K 0.02% 404

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SO
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Garton & Associates Financial Advisors's ARCC Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Ares Capital (ARCC) in Q1 2026, closing a stake of 2,164 shares — an estimated $43.8K sold.

Garton & Associates Financial Advisors first reported a position in ARCC in Q4 2025 and held it in 1 quarter. The position peaked at $43.8K in Q4 2025. 810 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Ares Capital position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 2,164 Ares Capital shares in Q1 2026, an estimated $43.8K.
  • Garton & Associates Financial Advisors first reported a position in Ares Capital in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Ares Capital position peaked at $43.8K in Q4 2025.
  • 810 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.