IA
ARCC icon

IFG Advisory’s Ares Capital ARCC Stock Holding History

IFG Advisory’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 		$9.47K Sell
526
-35,332
-99% -$684K 0.03% 255
2025
Q4 		$725K Sell
35,858
-12,514
-26% -$252K 0.03% 426
2025
Q3 		$987K Sell
48,372
-2,207
-4% -$49K 0.04% 362
2025
Q2 		$1.11M Buy
50,579
+8,868
+21% +$189K 0.06% 321
2025
Q1 		$924K Sell
41,711
-5,391
-11% -$122K 0.05% 336
2024
Q4 		$1.03M Buy
47,102
+6,865
+17% +$148K 0.06% 289
2024
Q3 		$843K Buy
40,237
+1,182
+3% +$24.6K 0.05% 289
2024
Q2 		$814K Buy
39,055
+4,859
+14% +$101K 0.05% 321
2024
Q1 		$712K Buy
34,196
+23,020
+206% +$466K 0.05% 282
2023
Q4 		$224K Sell
11,176
-268
-2% -$5.23K 0.02% 533
2023
Q3 		$223K Buy
11,444
+24
+0.2% +$465 0.02% 499
2023
Q2 		$215K Buy
11,420
+34
+0.3% +$628 0.02% 305
2023
Q1 		$208K Buy
11,386
+33
+0.3% +$624 0.02% 485
2022
Q4 		$209K Buy
+11,353
New +$213K 0.02% 457
2022
Q1 		– Sell
-11,781
Closed -$249K – 492
2021
Q4 		$249K Buy
+11,781
New +$245K 0.02% 434
2021
Q2 		– Sell
-11,205
Closed -$209K – 475
2021
Q1 		$209K Buy
+11,205
New +$201K 0.03% 457

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFG Advisory's ARCC Position: Q1 2026 in Review

IFG Advisory reduced its Ares Capital (ARCC) stake by 99% in Q1 2026, selling an estimated $684K and leaving 526 shares worth $9.47K. The position accounts for 0.03% of the portfolio, ranked #255.

IFG Advisory first reported a position in ARCC in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.11M in Q2 2025. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • IFG Advisory held 526 shares of Ares Capital worth $9.47K as of Q1 2026.
  • IFG Advisory sold 35,332 Ares Capital shares in Q1 2026, an estimated $684K.
  • Ares Capital made up 0.03% of IFG Advisory's portfolio in Q1 2026, its #255 holding.
  • IFG Advisory first reported a position in Ares Capital in Q1 2021 and has held it in 16 quarters since.
  • IFG Advisory's Ares Capital position peaked at $1.11M in Q2 2025.
  • 807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.