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
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 $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kovack Advisors's ARCC Position: Q1 2026 in Review

Kovack Advisors reduced its Ares Capital (ARCC) stake by 6.5% in Q1 2026, selling an estimated $24.4K and leaving 18,109 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #731.

Kovack Advisors first reported a position in ARCC in Q2 2014 and has held it in 16 quarters since. The position peaked at $749K in Q4 2023. 806 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Kovack Advisors held 18,109 shares of Ares Capital worth $325K as of Q1 2026.
  • Kovack Advisors sold 1,263 Ares Capital shares in Q1 2026, an estimated $24.4K.
  • Ares Capital made up 0.02% of Kovack Advisors's portfolio in Q1 2026, its #731 holding.
  • Kovack Advisors first reported a position in Ares Capital in Q2 2014 and has held it in 16 quarters since.
  • Kovack Advisors's Ares Capital position peaked at $749K in Q4 2023.
  • 806 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.