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Kelleher Financial Advisors’s Ares Capital ARCC Stock Holding History

Kelleher Financial 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
Q2 		$4.99K Buy
+269
New +$5.02K ﹤0.01% 671
2024
Q2 		– Sell
-10,640
Closed -$222K – 111
2024
Q1 		$222K Hold
10,640
– – 0.09% 111
2023
Q4 		$213K Sell
10,640
-305
-3% -$5.95K 0.1% 95
2023
Q3 		$213K Buy
+10,945
New +$212K 0.11% 95

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

Kelleher Financial Advisors's ARCC Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Ares Capital (ARCC) in Q2 2026: 269 shares worth $4.99K. The stake represents ﹤0.01% of the portfolio and ranks #671 among its holdings. This is a return to the name: Kelleher Financial Advisors previously reported a position in ARCC as recently as Q1 2024.

Kelleher Financial Advisors first reported a position in ARCC in Q3 2023 and has held it in 4 quarters since. The position peaked at $222K in Q1 2024. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Kelleher Financial Advisors held 269 shares of Ares Capital worth $4.99K as of Q2 2026.
  • Ares Capital was a new Kelleher Financial Advisors position in Q2 2026.
  • Ares Capital made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #671 holding.
  • Kelleher Financial Advisors first reported a position in Ares Capital in Q3 2023 and has held it in 4 quarters since.
  • Kelleher Financial Advisors's Ares Capital position peaked at $222K in Q1 2024.
  • 787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.