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Kerr Financial Planning’s Ares Capital ARCC Stock Holding History

Kerr Financial Planning’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 		$66.3K Hold
3,577
– – 0.07% 159
2026
Q1 		$67.3K Buy
3,577
+95
+3% +$1.84K 0.05% 156
2025
Q4 		$65.6K Buy
3,482
+80
+2% +$1.61K 0.09% 158
2025
Q3 		$67.9K Buy
+3,402
New +$75.6K 0.1% 143

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

Kerr Financial Planning's ARCC Position: Q2 2026 in Review

Kerr Financial Planning held its Ares Capital (ARCC) position steady in Q2 2026 at 3,577 shares worth $66.3K. The position accounts for 0.07% of the portfolio, ranked #159.

Kerr Financial Planning first reported a position in ARCC in Q3 2025 and has held it in 4 quarters since. The position peaked at $67.9K in Q3 2025. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Kerr Financial Planning held 3,577 shares of Ares Capital worth $66.3K as of Q2 2026.
  • Kerr Financial Planning left its Ares Capital share count unchanged in Q2 2026.
  • Ares Capital made up 0.07% of Kerr Financial Planning's portfolio in Q2 2026, its #159 holding.
  • Kerr Financial Planning first reported a position in Ares Capital in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Ares Capital position peaked at $67.9K in Q3 2025.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.