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LRI Investments’s Ares Capital ARCC Stock Holding History

LRI Investments’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 		$9.91K Buy
535
+13
+2% +$243 ﹤0.01% 957
2026
Q1 		$9.41K Buy
522
+13
+3% +$252 ﹤0.01% 901
2025
Q4 		$10.3K Buy
509
+11
+2% +$222 ﹤0.01% 861
2025
Q3 		$10.2K Buy
498
+11
+2% +$244 ﹤0.01% 872
2025
Q2 		$10.7K Buy
487
+10
+2% +$213 ﹤0.01% 827
2025
Q1 		$10.6K Buy
477
+9
+2% +$204 ﹤0.01% 789
2024
Q4 		$10.2K Buy
468
+10
+2% +$216 ﹤0.01% 782
2024
Q3 		$9.89K Buy
458
+431
+1,596% +$8.95K ﹤0.01% 790
2024
Q2 		$558 Buy
27
+1
+4% +$21 ﹤0.01% 1116
2024
Q1 		$544 Buy
+26
New +$527 ﹤0.01% 821

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

LRI Investments's ARCC Position: Q2 2026 in Review

LRI Investments increased its Ares Capital (ARCC) stake by 2.5% in Q2 2026, buying an estimated $243 and bringing the position to 535 shares worth $9.91K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

LRI Investments first reported a position in ARCC in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.7K in Q2 2025. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • LRI Investments held 535 shares of Ares Capital worth $9.91K as of Q2 2026.
  • LRI Investments bought 13 Ares Capital shares in Q2 2026, an estimated $243.
  • Ares Capital made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #957 holding.
  • LRI Investments first reported a position in Ares Capital in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Ares Capital position peaked at $10.7K in Q2 2025.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.