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Pinnacle Wealth Planning Services’s Ares Capital ARCC Stock Holding History

Pinnacle Wealth Planning Services’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 		$368K Hold
20,445
– – 0.04% 279
2025
Q4 		$414K Buy
+20,445
New +$412K 0.04% 247
2024
Q4 		– Sell
-20,785
Closed -$435K – 403
2024
Q3 		$435K Hold
20,785
– – 0.06% 214
2024
Q2 		$433K Hold
20,785
– – 0.06% 205
2024
Q1 		$433K Hold
20,785
– – 0.06% 214
2023
Q4 		$416K Buy
20,785
+1,085
+6% +$21.2K 0.07% 202
2023
Q3 		$384K Buy
+19,700
New +$382K 0.06% 205

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

Pinnacle Wealth Planning Services's ARCC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Ares Capital (ARCC) position steady in Q1 2026 at 20,445 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #279.

Pinnacle Wealth Planning Services first reported a position in ARCC in Q3 2023 and has held it in 7 quarters since. The position peaked at $435K in Q3 2024. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 20,445 shares of Ares Capital worth $368K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Ares Capital share count unchanged in Q1 2026.
  • Ares Capital made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #279 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ares Capital in Q3 2023 and has held it in 7 quarters since.
  • Pinnacle Wealth Planning Services's Ares Capital position peaked at $435K in Q3 2024.
  • 807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.