Jefferies Financial Group’s Ares Capital ARCC Stock Holding History

Jefferies Financial Group’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	$3.87M	Buy	+215,000	New	+$4.16M	0.03%	401
2025 Q4	–	Sell	-147,400	Closed	-$3.01M	–	1847
2025 Q3	$3.01M	Buy	147,400 +13,400	+10%	+$298K	0.01%	511
2025 Q2	$2.94M	Buy	134,000 +99,200	+285%	+$2.11M	0.02%	431
2025 Q1	$771K	Buy	+34,800	New	+$790K	0.01%	905
2023 Q4	–	Sell	-110,000	Closed	-$2.14M	–	1680
2023 Q3	$2.14M	Hold	110,000	–	–	0.02%	604
2023 Q2	$2.07M	Hold	110,000	–	–	0.02%	649
2023 Q1	$2.01M	Buy	+110,000	New	+$2.08M	0.02%	660

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

Jefferies Financial Group's ARCC Position: Q1 2026 in Review

Jefferies Financial Group increased its Ares Capital (ARCC) stake by 678% in Q1 2026, buying an estimated $3.36M and bringing the position to 198,914 shares worth $3.58M. The position accounts for 0.02% of the portfolio, ranked #421.

Jefferies Financial Group first reported a position in ARCC in Q4 2022 and has held it in 9 quarters since. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

Jefferies Financial Group held 198,914 shares of Ares Capital worth $3.58M as of Q1 2026.
Jefferies Financial Group bought 173,362 Ares Capital shares in Q1 2026, an estimated $3.36M.
Ares Capital made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #421 holding.
Jefferies Financial Group first reported a position in Ares Capital in Q4 2022 and has held it in 9 quarters since.
807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.