Private Advisory Group’s Ares Capital ARCC Stock Holding History

Private Advisory Group’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	–	Sell	-11,041	Closed	-$223K	–	280
2025 Q4	$223K	Buy	+11,041	New	+$223K	0.02%	233

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

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

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

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

Private Advisory Group's ARCC Position: Q1 2026 in Review

Private Advisory Group sold out of Ares Capital (ARCC) in Q1 2026, closing a stake of 11,041 shares — an estimated $223K sold.

Private Advisory Group first reported a position in ARCC in Q4 2025 and held it in 1 quarter. The position peaked at $223K in Q4 2025. 810 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

Private Advisory Group reported no remaining Ares Capital position as of Q1 2026 after selling out during the quarter.
Private Advisory Group sold 11,041 Ares Capital shares in Q1 2026, an estimated $223K.
Private Advisory Group first reported a position in Ares Capital in Q4 2025 and held it in 1 quarter.
Private Advisory Group's Ares Capital position peaked at $223K in Q4 2025.
810 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.