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Perennial Investment Advisors’s Ares Capital ARCC Stock Holding History

Perennial 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
Q2 		$372K Buy
20,063
+73
+0.4% +$1.36K 0.02% 388
2026
Q1 		$360K Buy
19,990
+228
+1% +$4.41K 0.03% 344
2025
Q4 		$400K Sell
19,762
-551
-3% -$11.1K 0.03% 314
2025
Q3 		$415K Sell
20,313
-819
-4% -$18.2K 0.03% 291
2025
Q2 		$464K Buy
21,132
+92
+0.4% +$1.96K 0.04% 268
2025
Q1 		$466K Buy
21,040
+166
+0.8% +$3.77K 0.05% 251
2024
Q4 		$457K Sell
20,874
-290
-1% -$6.26K 0.05% 235
2024
Q3 		$443K Buy
21,164
+225
+1% +$4.67K 0.06% 230
2024
Q2 		$436K Buy
20,939
+130
+0.6% +$2.72K 0.06% 214
2024
Q1 		$433K Sell
20,809
-976
-4% -$19.8K 0.07% 201
2023
Q4 		$436K Buy
21,785
+773
+4% +$15.1K 0.07% 191
2023
Q3 		$409K Buy
21,012
+1,833
+10% +$35.5K 0.07% 192
2023
Q2 		$360K Sell
19,179
-1,007
-5% -$18.6K 0.06% 218
2023
Q1 		$369K Sell
20,186
-2,540
-11% -$48K 0.07% 213
2022
Q4 		$420K Buy
22,726
+5,173
+29% +$97.2K 0.17% 120
2022
Q3 		$296K Buy
17,553
+682
+4% +$13.2K 0.13% 135
2022
Q2 		$302K Sell
16,871
-548
-3% -$10.8K 0.12% 140
2022
Q1 		$367K Sell
17,419
-3,189
-15% -$68K 0.12% 143
2021
Q4 		$435K Sell
20,608
-236
-1% -$4.9K 0.14% 137
2021
Q3 		$423K Sell
20,844
-309
-1% -$6.19K 0.15% 127
2021
Q2 		$414K Buy
21,153
+58
+0.3% +$1.12K 0.15% 122
2021
Q1 		$395K Sell
21,095
-497
-2% -$8.94K 0.16% 118
2020
Q4 		$365K Sell
21,592
-2,729
-11% -$42.3K 0.16% 111
2020
Q3 		$338K Sell
24,321
-1,033
-4% -$14.7K 0.17% 104
2020
Q2 		$366K Sell
25,354
-2,177
-8% -$29.4K 0.25% 77
2020
Q1 		$297K Buy
27,531
+2,377
+9% +$40.1K 0.26% 83
2019
Q4 		$469K Buy
+25,154
New +$467K 0.37% 67

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

Perennial Investment Advisors's ARCC Position: Q2 2026 in Review

Perennial Investment Advisors increased its Ares Capital (ARCC) stake by 0.37% in Q2 2026, buying an estimated $1.36K and bringing the position to 20,063 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #388.

Perennial Investment Advisors first reported a position in ARCC in Q4 2019 and has held it in 27 quarters since. The position peaked at $469K in Q4 2019. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Perennial Investment Advisors held 20,063 shares of Ares Capital worth $372K as of Q2 2026.
  • Perennial Investment Advisors bought 73 Ares Capital shares in Q2 2026, an estimated $1.36K.
  • Ares Capital made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #388 holding.
  • Perennial Investment Advisors first reported a position in Ares Capital in Q4 2019 and has held it in 27 quarters since.
  • Perennial Investment Advisors's Ares Capital position peaked at $469K in Q4 2019.
  • 787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.