LFG
ARCC icon

Larson Financial Group’s Ares Capital ARCC Stock Holding History

Larson Financial Group’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 		$2.6M Buy
140,341
+2,783
+2% +$52K 0.07% 227
2026
Q1 		$2.48M Buy
137,558
+7,303
+6% +$141K 0.08% 204
2025
Q4 		$2.64M Sell
130,255
-6,744
-5% -$136K 0.09% 195
2025
Q3 		$2.8M Buy
136,999
+6,414
+5% +$143K 0.1% 183
2025
Q2 		$2.87M Buy
130,585
+11,749
+10% +$250K 0.11% 173
2025
Q1 		$2.63M Buy
118,836
+7,415
+7% +$168K 0.12% 153
2024
Q4 		$2.44M Buy
111,421
+19,604
+21% +$423K 0.13% 144
2024
Q3 		$1.92M Buy
91,817
+5,207
+6% +$108K 0.11% 166
2024
Q2 		$1.8M Buy
86,610
+5,885
+7% +$123K 0.12% 142
2024
Q1 		$1.68M Sell
80,725
-3,658
-4% -$74.1K 0.13% 136
2023
Q4 		$1.69M Sell
84,383
-2,233
-3% -$43.6K 0.15% 124
2023
Q3 		$1.69M Buy
86,616
+292
+0.3% +$5.66K 0.17% 114
2023
Q2 		$1.62M Sell
86,324
-780
-0.9% -$14.4K 0.16% 114
2023
Q1 		$1.59M Buy
87,104
+1
+0% +$19 0.17% 116
2022
Q4 		$1.61M Buy
87,103
+2,135
+3% +$40.1K 0.19% 103
2022
Q3 		$1.43M Buy
84,968
+82,870
+3,950% +$1.6M 0.2% 95
2022
Q2 		$38K Buy
2,098
+1,923
+1,099% +$37.9K 0.01% 421
2022
Q1 		$4K Buy
175
+75
+75% +$1.6K ﹤0.01% 806
2021
Q4 		$2K Buy
+100
New +$2.08K ﹤0.01% 929
2019
Q1 		– Sell
-192
Closed -$3K – 494
2018
Q4 		$3K Buy
+192
New +$3.18K ﹤0.01% 314

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

Larson Financial Group's ARCC Position: Q2 2026 in Review

Larson Financial Group increased its Ares Capital (ARCC) stake by 2% in Q2 2026, buying an estimated $52K and bringing the position to 140,341 shares worth $2.6M. The position accounts for 0.07% of the portfolio, ranked #227.

Larson Financial Group first reported a position in ARCC in Q4 2018 and has held it in 20 quarters since. The position peaked at $2.87M in Q2 2025. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Larson Financial Group held 140,341 shares of Ares Capital worth $2.6M as of Q2 2026.
  • Larson Financial Group bought 2,783 Ares Capital shares in Q2 2026, an estimated $52K.
  • Ares Capital made up 0.07% of Larson Financial Group's portfolio in Q2 2026, its #227 holding.
  • Larson Financial Group first reported a position in Ares Capital in Q4 2018 and has held it in 20 quarters since.
  • Larson Financial Group's Ares Capital position peaked at $2.87M in Q2 2025.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.