Jones Financial Companies
ARCC icon

Jones Financial Companies’s Ares Capital ARCC Stock Holding History

Jones Financial Companies’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
Q2 		$604K Buy
33,206
+6,638
+25% +$124K ﹤0.01% 2138
2026
Q1 		$464K Sell
26,568
-836
-3% -$16.2K ﹤0.01% 2080
2025
Q4 		$554K Buy
27,404
+11,134
+68% +$225K ﹤0.01% 1478
2025
Q3 		$333K Buy
16,270
+1,434
+10% +$31.9K ﹤0.01% 1572
2025
Q2 		$326K Sell
14,836
-940
-6% -$20K ﹤0.01% 1452
2025
Q1 		$349K Buy
15,776
+6,889
+78% +$156K ﹤0.01% 1276
2024
Q4 		$195K Buy
8,887
+4,189
+89% +$90.4K ﹤0.01% 1368
2024
Q3 		$98.2K Buy
4,698
+3,995
+568% +$83K ﹤0.01% 1410
2024
Q2 		$14.7K Sell
703
-2,801
-80% -$58.5K ﹤0.01% 1640
2024
Q1 		$73K Buy
+3,504
New +$71K ﹤0.01% 665
2023
Q3 		– Sell
-608
Closed -$11.4K – 690
2023
Q2 		$11.4K Sell
608
-2
-0.3% -$37 ﹤0.01% 458
2023
Q1 		$11.1K Buy
+610
New +$11.5K ﹤0.01% 463
2022
Q3 		– Sell
-162
Closed -$3K – 537
2022
Q2 		$3K Buy
+162
New +$3.19K ﹤0.01% 566

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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies's ARCC Position: Q2 2026 in Review

Jones Financial Companies increased its Ares Capital (ARCC) stake by 25% in Q2 2026, buying an estimated $124K and bringing the position to 33,206 shares worth $604K. The position accounts for ﹤0.01% of the portfolio, ranked #2138.

Jones Financial Companies first reported a position in ARCC in Q2 2022 and has held it in 13 quarters since. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Jones Financial Companies held 33,206 shares of Ares Capital worth $604K as of Q2 2026.
  • Jones Financial Companies bought 6,638 Ares Capital shares in Q2 2026, an estimated $124K.
  • Ares Capital made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2138 holding.
  • Jones Financial Companies first reported a position in Ares Capital in Q2 2022 and has held it in 13 quarters since.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.