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 Q2	$379K	Hold	20,445	–	–	0.04%	291
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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's ARCC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Ares Capital (ARCC) position steady in Q2 2026 at 20,445 shares worth $379K. The position accounts for 0.04% of the portfolio, ranked #291.

Pinnacle Wealth Planning Services first reported a position in ARCC in Q3 2023 and has held it in 8 quarters since. The position peaked at $435K in Q3 2024. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Pinnacle Wealth Planning Services held 20,445 shares of Ares Capital worth $379K as of Q2 2026.
Pinnacle Wealth Planning Services left its Ares Capital share count unchanged in Q2 2026.
Ares Capital made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #291 holding.
Pinnacle Wealth Planning Services first reported a position in Ares Capital in Q3 2023 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's Ares Capital position peaked at $435K in Q3 2024.
786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.