Key Financial Inc’s Ares Capital ARCC Stock Holding History

Key Financial Inc’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	$18.3K	Hold	988	–	–	﹤0.01%	743
2026 Q1	$17.8K	Hold	988	–	–	﹤0.01%	751
2025 Q4	$20K	Sell	988 -5,477	-85%	-$110K	﹤0.01%	719
2025 Q3	$130K	Hold	6,465	–	–	0.02%	352
2025 Q2	$142K	Hold	6,465	–	–	0.03%	327
2025 Q1	$143K	Hold	6,465	–	–	0.03%	308
2024 Q4	$142K	Buy	6,465 +988	+18%	+$21.3K	0.03%	305
2024 Q3	$115K	Hold	5,477	–	–	0.03%	331
2024 Q2	$114K	Buy	+5,477	New	+$114K	0.03%	319
2022 Q1	–	Sell	-250	Closed	-$5K	–	1061
2021 Q4	$5K	Hold	250	–	–	﹤0.01%	702
2021 Q3	$5K	Buy	+250	New	+$5.01K	﹤0.01%	690

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 Financial Inc's ARCC Position: Q2 2026 in Review

Key Financial Inc held its Ares Capital (ARCC) position steady in Q2 2026 at 988 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Key Financial Inc first reported a position in ARCC in Q3 2021 and has held it in 11 quarters since. The position peaked at $143K in Q1 2025. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Key Financial Inc held 988 shares of Ares Capital worth $18.3K as of Q2 2026.
Key Financial Inc left its Ares Capital share count unchanged in Q2 2026.
Ares Capital made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #743 holding.
Key Financial Inc first reported a position in Ares Capital in Q3 2021 and has held it in 11 quarters since.
Key Financial Inc's Ares Capital position peaked at $143K in Q1 2025.
784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.