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Mark Sheptoff Financial Planning’s Ares Capital ARCC Stock Holding History

Mark Sheptoff 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
Q1 		$5.8K Hold
300
– – ﹤0.01% 421
2025
Q4 		$6.07K Buy
+300
New +$6.05K ﹤0.01% 403
2022
Q1 		– Sell
-1,700
Closed -$36K – 429
2021
Q4 		$36K Hold
1,700
– – 0.02% 204
2021
Q3 		$35K Hold
1,700
– – 0.02% 198
2021
Q2 		$33K Buy
+1,700
New +$32.9K 0.02% 225

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

Mark Sheptoff Financial Planning's ARCC Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Ares Capital (ARCC) position steady in Q1 2026 at 300 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Mark Sheptoff Financial Planning first reported a position in ARCC in Q2 2021 and has held it in 5 quarters since. The position peaked at $36K in Q4 2021. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Mark Sheptoff Financial Planning held 300 shares of Ares Capital worth $5.8K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Ares Capital share count unchanged in Q1 2026.
  • Ares Capital made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #421 holding.
  • Mark Sheptoff Financial Planning first reported a position in Ares Capital in Q2 2021 and has held it in 5 quarters since.
  • Mark Sheptoff Financial Planning's Ares Capital position peaked at $36K in Q4 2021.
  • 807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.