KA
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Kovack Advisors’s Ares Capital ARCC Stock Holding History

Kovack 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 		$961K Buy
51,803
+33,694
+186% +$629K 0.05% 397
2026
Q1 		$325K Sell
18,109
-1,263
-7% -$24.4K 0.02% 731
2025
Q4 		$392K Buy
+19,372
New +$391K 0.02% 672
2025
Q1 		– Sell
-13,641
Closed -$299K – 581
2024
Q4 		$299K Buy
13,641
+2,423
+22% +$52.3K 0.03% 448
2024
Q3 		$235K Buy
11,218
+650
+6% +$13.5K 0.02% 502
2024
Q2 		$220K Sell
10,568
-19,773
-65% -$413K 0.02% 502
2024
Q1 		$632K Sell
30,341
-7,060
-19% -$143K 0.08% 220
2023
Q4 		$749K Buy
37,401
+5,784
+18% +$113K 0.09% 217
2023
Q3 		$616K Sell
31,617
-732
-2% -$14.2K 0.09% 222
2023
Q2 		$608K Sell
32,349
-1,874
-5% -$34.6K 0.08% 251
2023
Q1 		$625K Buy
34,223
+18,370
+116% +$347K 0.09% 241
2022
Q4 		$293K Sell
15,853
-1,700
-10% -$31.9K 0.04% 411
2022
Q3 		$296K Buy
17,553
+1,825
+12% +$35.3K 0.04% 411
2022
Q2 		$282K Sell
15,728
-1,811
-10% -$35.7K 0.04% 467
2022
Q1 		$367K Buy
+17,539
New +$374K 0.04% 469
2014
Q4 		– Sell
-11,125
Closed -$180K – 170
2014
Q3 		$180K Buy
11,125
+1,000
+10% +$16.9K 0.26% 94
2014
Q2 		$181K Buy
+10,125
New +$174K 0.26% 89

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

Kovack Advisors's ARCC Position: Q2 2026 in Review

Kovack Advisors increased its Ares Capital (ARCC) stake by 186% in Q2 2026, buying an estimated $629K and bringing the position to 51,803 shares worth $961K. The position accounts for 0.05% of the portfolio, ranked #397.

Kovack Advisors first reported a position in ARCC in Q2 2014 and has held it in 17 quarters since. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Kovack Advisors held 51,803 shares of Ares Capital worth $961K as of Q2 2026.
  • Kovack Advisors bought 33,694 Ares Capital shares in Q2 2026, an estimated $629K.
  • Ares Capital made up 0.05% of Kovack Advisors's portfolio in Q2 2026, its #397 holding.
  • Kovack Advisors first reported a position in Ares Capital in Q2 2014 and has held it in 17 quarters since.
  • 786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.