Mallini Complete Financial Planning’s Ares Capital ARCC Stock Holding History

Mallini Complete Financial Planning’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	$742K	Buy	40,027 +152	+0.4%	+$2.84K	0.53%	14
2026 Q1	$719K	Buy	39,875 +332	+0.8%	+$6.43K	0.57%	12
2025 Q4	$800K	Buy	39,543 +286	+0.7%	+$5.77K	0.64%	11
2025 Q3	$801K	Buy	39,257 +1,199	+3%	+$26.6K	0.65%	10
2025 Q2	$836K	Buy	38,058 +1,244	+3%	+$26.5K	1.06%	11
2025 Q1	$816K	Buy	36,814 +742	+2%	+$16.8K	0.78%	11
2024 Q4	$790K	Buy	+36,072	New	+$778K	0.75%	11

Other funds holding ARCC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mallini Complete Financial Planning's ARCC Position: Q2 2026 in Review

Mallini Complete Financial Planning increased its Ares Capital (ARCC) stake by 0.38% in Q2 2026, buying an estimated $2.84K and bringing the position to 40,027 shares worth $742K. The position accounts for 0.53% of the portfolio, ranked #14.

Mallini Complete Financial Planning first reported a position in ARCC in Q4 2024 and has held it in 7 quarters since. The position peaked at $836K in Q2 2025. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Mallini Complete Financial Planning held 40,027 shares of Ares Capital worth $742K as of Q2 2026.
Mallini Complete Financial Planning bought 152 Ares Capital shares in Q2 2026, an estimated $2.84K.
Ares Capital made up 0.53% of Mallini Complete Financial Planning's portfolio in Q2 2026, its #14 holding.
Mallini Complete Financial Planning first reported a position in Ares Capital in Q4 2024 and has held it in 7 quarters since.
Mallini Complete Financial Planning's Ares Capital position peaked at $836K in Q2 2025.
787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q2 2026, filed 8 Jul 2026.