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Richardson Financial Services’s Ares Capital ARCC Stock Holding History

Richardson Financial 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 		$15K Hold
835
– – 0.01% 446
2025
Q4 		$16.9K Hold
835
– – 0.01% 423
2025
Q3 		$17K Hold
835
– – 0.01% 390
2025
Q2 		$18.4K Hold
835
– – 0.01% 344
2025
Q1 		$18.5K Hold
835
– – 0.01% 328
2024
Q4 		$18.3K Hold
835
– – 0.01% 346
2024
Q3 		$17.4K Hold
835
– – 0.01% 356
2024
Q2 		$17.4K Sell
835
-225
-21% -$4.7K 0.01% 335
2024
Q1 		$22.1K Sell
1,060
-8,360
-89% -$169K 0.02% 333
2023
Q4 		$189K Buy
+9,420
New +$184K 0.17% 131

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

Richardson Financial Services's ARCC Position: Q1 2026 in Review

Richardson Financial Services held its Ares Capital (ARCC) position steady in Q1 2026 at 835 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #446.

Richardson Financial Services first reported a position in ARCC in Q4 2023 and has held it in 10 quarters since. The position peaked at $189K in Q4 2023. 806 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Richardson Financial Services held 835 shares of Ares Capital worth $15K as of Q1 2026.
  • Richardson Financial Services left its Ares Capital share count unchanged in Q1 2026.
  • Ares Capital made up 0.01% of Richardson Financial Services's portfolio in Q1 2026, its #446 holding.
  • Richardson Financial Services first reported a position in Ares Capital in Q4 2023 and has held it in 10 quarters since.
  • Richardson Financial Services's Ares Capital position peaked at $189K in Q4 2023.
  • 806 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.