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	$6.98M	Buy	387,400 +329,900	+574%	+$6.39M	0.05%	272
2025 Q4	$1.16M	Buy	57,500 +35,000	+156%	+$706K	0.01%	1012
2025 Q3	$459K	Buy	+22,500	New	+$500K	﹤0.01%	1104
2025 Q2	–	Sell	-37,500	Closed	-$831K	–	1279
2025 Q1	$831K	Buy	+37,500	New	+$851K	0.01%	871
2023 Q4	–	Sell	-25,000	Closed	-$487K	–	1682
2023 Q3	$487K	Hold	25,000	–	–	﹤0.01%	1073
2023 Q2	$470K	Sell	25,000 -265,000	-91%	-$4.89M	﹤0.01%	1197
2023 Q1	$5.3M	Buy	290,000 +90,000	+45%	+$1.7M	0.04%	348
2022 Q4	$3.69M	Buy	+200,000	New	+$3.76M	0.03%	472

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.