HAP
ARCC icon

Harbor Asset Planning’s Ares Capital ARCC Stock Holding History

Harbor Asset Planning’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
-1,725
Closed -$34.9K – 422
2025
Q4 		$34.9K Hold
1,725
– – 0.03% 235
2025
Q3 		$35.2K Hold
1,725
– – 0.03% 221
2025
Q2 		$37.9K Buy
+1,725
New +$36.7K 0.04% 205

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
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

Harbor Asset Planning's ARCC Position: Q1 2026 in Review

Harbor Asset Planning sold out of Ares Capital (ARCC) in Q1 2026, closing a stake of 1,725 shares — an estimated $34.9K sold.

Harbor Asset Planning first reported a position in ARCC in Q2 2025 and held it in 3 quarters. The position peaked at $37.9K in Q2 2025. 810 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Harbor Asset Planning reported no remaining Ares Capital position as of Q1 2026 after selling out during the quarter.
  • Harbor Asset Planning sold 1,725 Ares Capital shares in Q1 2026, an estimated $34.9K.
  • Harbor Asset Planning first reported a position in Ares Capital in Q2 2025 and held it in 3 quarters.
  • Harbor Asset Planning's Ares Capital position peaked at $37.9K in Q2 2025.
  • 810 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.