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Plancorp LLC’s Ares Capital ARCC Stock Holding History

Plancorp LLC’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 		– Sell
-11,135
Closed -$201K – 428
2026
Q1 		$201K Sell
11,135
-24
-0.2% -$465 0.01% 360
2025
Q4 		$226K Hold
11,159
– – 0.01% 332
2025
Q3 		$228K Hold
11,159
– – 0.01% 336
2025
Q2 		$245K Sell
11,159
-167
-1% -$3.55K 0.01% 328
2025
Q1 		$251K Buy
+11,326
New +$257K 0.01% 310

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

Plancorp LLC's ARCC Position: Q2 2026 in Review

Plancorp LLC sold out of Ares Capital (ARCC) in Q2 2026, closing a stake of 11,135 shares — an estimated $201K sold.

Plancorp LLC first reported a position in ARCC in Q1 2025 and held it in 5 quarters. The position peaked at $251K in Q1 2025. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Plancorp LLC reported no remaining Ares Capital position as of Q2 2026 after selling out during the quarter.
  • Plancorp LLC sold 11,135 Ares Capital shares in Q2 2026, an estimated $201K.
  • Plancorp LLC first reported a position in Ares Capital in Q1 2025 and held it in 5 quarters.
  • Plancorp LLC's Ares Capital position peaked at $251K in Q1 2025.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.