Key Client Fiduciary Advisors’s Ares Capital ARCC Stock Holding History

Key Client Fiduciary 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	$1.26M	Buy	67,752 +2,388	+4%	+$44.6K	0.36%	55
2026 Q1	$1.18M	Buy	65,364 +3,906	+6%	+$75.6K	0.4%	57
2025 Q4	$1.24M	Buy	61,458 +3,552	+6%	+$71.6K	0.42%	55
2025 Q3	$1.18M	Sell	57,906 -5,815	-9%	-$129K	0.39%	54
2025 Q2	$1.4M	Buy	63,721 +2,116	+3%	+$45K	0.57%	43
2025 Q1	$1.37M	Sell	61,605 -5,094	-8%	-$116K	0.62%	41
2024 Q4	$1.46M	Sell	66,699 -1,027	-2%	-$22.2K	0.64%	36
2024 Q3	$1.42M	Buy	67,726 +2,464	+4%	+$51.2K	0.63%	37
2024 Q2	$1.36M	Buy	65,262 +658	+1%	+$13.7K	0.68%	34
2024 Q1	$1.35M	Sell	64,604 -1,050	-2%	-$21.3K	0.71%	32
2023 Q4	$1.32M	Sell	65,654 -3,859	-6%	-$75.3K	0.76%	31
2023 Q3	$1.35M	Sell	69,513 -5,840	-8%	-$113K	0.83%	30
2023 Q2	$1.42M	Buy	75,353 +86	+0.1%	+$1.59K	0.82%	28
2023 Q1	$1.38M	Sell	75,267 -4,635	-6%	-$87.6K	0.86%	28
2022 Q4	$1.48M	Sell	79,902 -803	-1%	-$15.1K	1%	26
2022 Q3	$1.36M	Sell	80,705 -5,125	-6%	-$99.1K	1.23%	21
2022 Q2	$1.54M	Buy	85,830 +935	+1%	+$18.4K	1.5%	16
2022 Q1	$1.78M	Buy	84,895 +10,365	+14%	+$221K	1.41%	19
2021 Q4	$1.58M	Buy	+74,530	New	+$1.55M	1.3%	24

Other funds holding ARCC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Key Client Fiduciary Advisors's ARCC Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Ares Capital (ARCC) stake by 3.7% in Q2 2026, buying an estimated $44.6K and bringing the position to 67,752 shares worth $1.26M. The position accounts for 0.36% of the portfolio, ranked #55.

Key Client Fiduciary Advisors first reported a position in ARCC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.78M in Q1 2022. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Key Client Fiduciary Advisors held 67,752 shares of Ares Capital worth $1.26M as of Q2 2026.
Key Client Fiduciary Advisors bought 2,388 Ares Capital shares in Q2 2026, an estimated $44.6K.
Ares Capital made up 0.36% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #55 holding.
Key Client Fiduciary Advisors first reported a position in Ares Capital in Q4 2021 and has held it in 19 quarters since.
Key Client Fiduciary Advisors's Ares Capital position peaked at $1.78M in Q1 2022.
784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.