Next Level Wealth Planning’s Ares Capital ARCC Stock Holding History

Next Level Wealth 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 Q3	$67.7K	Buy	+3,543	New	+$68.6K	0.03%	146

Other funds holding ARCC

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Next Level Wealth Planning's ARCC Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Ares Capital (ARCC) in Q3 2026: 3,543 shares worth $67.7K. The stake represents 0.03% of the portfolio and ranks #146 among its holdings.

461 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

Next Level Wealth Planning held 3,543 shares of Ares Capital worth $67.7K as of Q3 2026.
Ares Capital was a new Next Level Wealth Planning position in Q3 2026.
Ares Capital made up 0.03% of Next Level Wealth Planning's portfolio in Q3 2026, its #146 holding.
461 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.