MYIA
ARCC icon

Mount Yale Investment Advisors’s Ares Capital ARCC Stock Holding History

Mount Yale Investment Advisors’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 		$1.44M Buy
79,658
+78
+0.1% +$1.51K 0.03% 447
2025
Q4 		$1.61M Buy
79,580
+1,495
+2% +$30.2K 0.08% 226
2025
Q3 		$1.59M Buy
78,085
+74,995
+2,427% +$1.67M 0.11% 200
2025
Q2 		$67.8K Buy
+3,090
New +$65.7K 0.01% 732

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 $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

Mount Yale Investment Advisors's ARCC Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Ares Capital (ARCC) stake by 0.1% in Q1 2026, buying an estimated $1.51K and bringing the position to 79,658 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #447.

Mount Yale Investment Advisors first reported a position in ARCC in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.61M in Q4 2025. 809 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Mount Yale Investment Advisors held 79,658 shares of Ares Capital worth $1.44M as of Q1 2026.
  • Mount Yale Investment Advisors bought 78 Ares Capital shares in Q1 2026, an estimated $1.51K.
  • Ares Capital made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #447 holding.
  • Mount Yale Investment Advisors first reported a position in Ares Capital in Q2 2025 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's Ares Capital position peaked at $1.61M in Q4 2025.
  • 809 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.