Kovitz Investment Group Partners
ARCC icon

Kovitz Investment Group Partners’s Ares Capital ARCC Stock Holding History

Kovitz Investment Group Partners’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 		$220K Hold
12,235
– – 0.01% 470
2025
Q4 		$248K Sell
12,235
-456,455
-97% -$9.21M 0.01% 450
2025
Q3 		$9.57M Buy
468,690
+7,129
+2% +$158K 0.04% 339
2025
Q2 		$10.1M Buy
461,561
+23,295
+5% +$495K 0.04% 305
2025
Q1 		$9.71M Buy
438,266
+6,285
+1% +$143K 0.05% 273
2024
Q4 		$9.46M Buy
431,981
+244,900
+131% +$5.28M 0.05% 279
2024
Q3 		$3.81M Buy
187,081
+53,258
+40% +$1.11M 0.03% 385
2024
Q2 		$2.79M Buy
133,823
+4,012
+3% +$83.8K 0.02% 373
2024
Q1 		$2.7M Buy
129,811
+71,007
+121% +$1.44M 0.03% 269
2023
Q4 		$1.18M Sell
58,804
-5,835
-9% -$114K 0.02% 276
2023
Q3 		$1.26M Hold
64,639
– – 0.02% 260
2023
Q2 		$1.21M Buy
+64,639
New +$1.19M 0.02% 276
2022
Q1 		– Sell
-10,750
Closed -$182K – 419
2021
Q4 		$182K Buy
+10,750
New +$223K ﹤0.01% 399
2021
Q3 		– Sell
-10,750
Closed -$211K – 429
2021
Q2 		$211K Hold
10,750
– – ﹤0.01% 409
2021
Q1 		$201K Hold
10,750
– – ﹤0.01% 406
2020
Q4 		$182K Hold
10,750
– – ﹤0.01% 403
2020
Q3 		$150K Hold
10,750
– – ﹤0.01% 397
2020
Q2 		$155K Buy
+10,750
New +$145K ﹤0.01% 374

Other funds holding ARCC

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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 $26.7B AUM 43.32% 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 $5.53B AUM 35.1% 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

Kovitz Investment Group Partners's ARCC Position: Q1 2026 in Review

Kovitz Investment Group Partners held its Ares Capital (ARCC) position steady in Q1 2026 at 12,235 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #470.

Kovitz Investment Group Partners first reported a position in ARCC in Q2 2020 and has held it in 18 quarters since. The position peaked at $10.1M in Q2 2025. 809 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Kovitz Investment Group Partners held 12,235 shares of Ares Capital worth $220K as of Q1 2026.
  • Kovitz Investment Group Partners left its Ares Capital share count unchanged in Q1 2026.
  • Ares Capital made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #470 holding.
  • Kovitz Investment Group Partners first reported a position in Ares Capital in Q2 2020 and has held it in 18 quarters since.
  • Kovitz Investment Group Partners's Ares Capital position peaked at $10.1M in Q2 2025.
  • 809 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.