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Root Financial Partners’s Ares Capital ARCC Stock Holding History

Root Financial Partners’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 		$6.34K Sell
352
-691
-66% -$13.4K ﹤0.01% 1860
2025
Q4 		$21.1K Sell
1,043
-977
-48% -$19.7K ﹤0.01% 1161
2025
Q3 		$41.2K Buy
+2,020
New +$44.9K ﹤0.01% 741
2023
Q4 		– Sell
-12,508
Closed -$244K – 83
2023
Q3 		$244K Buy
+12,508
New +$243K 0.13% 60

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

Root Financial Partners's ARCC Position: Q1 2026 in Review

Root Financial Partners reduced its Ares Capital (ARCC) stake by 66% in Q1 2026, selling an estimated $13.4K and leaving 352 shares worth $6.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

Root Financial Partners first reported a position in ARCC in Q3 2023 and has held it in 4 quarters since. The position peaked at $244K in Q3 2023. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Root Financial Partners held 352 shares of Ares Capital worth $6.34K as of Q1 2026.
  • Root Financial Partners sold 691 Ares Capital shares in Q1 2026, an estimated $13.4K.
  • Ares Capital made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1860 holding.
  • Root Financial Partners first reported a position in Ares Capital in Q3 2023 and has held it in 4 quarters since.
  • Root Financial Partners's Ares Capital position peaked at $244K in Q3 2023.
  • 807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.