IFS Advisors’s Ares Capital ARCC Stock Holding History

IFS 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	$540	Hold	30	–	–	﹤0.01%	203
2025 Q4	$606	Hold	30	–	–	﹤0.01%	180
2025 Q3	$612	Hold	30	–	–	﹤0.01%	165
2025 Q2	$658	Hold	30	–	–	﹤0.01%	154
2025 Q1	$664	Hold	30	–	–	﹤0.01%	182
2024 Q4	$656	Hold	30	–	–	﹤0.01%	169
2024 Q3	$628	Hold	30	–	–	﹤0.01%	142
2024 Q2	$625	Hold	30	–	–	﹤0.01%	139
2024 Q1	$624	Hold	30	–	–	﹤0.01%	139
2023 Q4	$600	Hold	30	–	–	﹤0.01%	136
2023 Q3	$584	Hold	30	–	–	﹤0.01%	134
2023 Q2	$563	Hold	30	–	–	﹤0.01%	134
2023 Q1	$548	Hold	30	–	–	﹤0.01%	111
2022 Q4	$554	Hold	30	–	–	﹤0.01%	118
2022 Q3	$0	Hold	30	–	–	﹤0.01%	104
2022 Q2	$0	Hold	30	–	–	﹤0.01%	102
2022 Q1	$0	Hold	30	–	–	﹤0.01%	111
2021 Q4	$0	Buy	+30	New	+$623	﹤0.01%	121
2021 Q1	–	Sell	-30	Closed	–	–	30
2020 Q4	$0	Buy	+30	New	+$465	﹤0.01%	164

Other funds holding ARCC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFS Advisors's ARCC Position: Q1 2026 in Review

IFS Advisors held its Ares Capital (ARCC) position steady in Q1 2026 at 30 shares worth $540. The position accounts for ﹤0.01% of the portfolio, ranked #203.

IFS Advisors first reported a position in ARCC in Q4 2020 and has held it in 19 quarters since. The position peaked at $664 in Q1 2025. 806 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

IFS Advisors held 30 shares of Ares Capital worth $540 as of Q1 2026.
IFS Advisors left its Ares Capital share count unchanged in Q1 2026.
Ares Capital made up ﹤0.01% of IFS Advisors's portfolio in Q1 2026, its #203 holding.
IFS Advisors first reported a position in Ares Capital in Q4 2020 and has held it in 19 quarters since.
IFS Advisors's Ares Capital position peaked at $664 in Q1 2025.
806 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.