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Sage Mountain Advisors’s Ares Capital ARCC Stock Holding History

Sage Mountain Advisors’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
-12,484
Closed -$253K – 309
2025
Q4 		$253K Sell
12,484
-15,028
-55% -$303K 0.01% 429
2025
Q3 		$562K Hold
27,512
– – 0.03% 247
2025
Q2 		$604K Buy
27,512
+15,028
+120% +$320K 0.04% 214
2025
Q1 		$277K Hold
12,484
– – 0.02% 319
2024
Q4 		$273K Hold
12,484
– – 0.02% 316
2024
Q3 		$261K Hold
12,484
– – 0.02% 316
2024
Q2 		$260K Buy
12,484
+2,271
+22% +$47.4K 0.02% 288
2024
Q1 		$213K Buy
+10,213
New +$207K 0.02% 306
2021
Q3 		– Sell
-7,200
Closed -$141K – 578
2021
Q2 		$141K Hold
7,200
– – 0.02% 424
2021
Q1 		$135K Buy
+7,200
New +$129K 0.03% 343

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sage Mountain Advisors's ARCC Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Ares Capital (ARCC) in Q1 2026, closing a stake of 12,484 shares — an estimated $253K sold.

Sage Mountain Advisors first reported a position in ARCC in Q1 2021 and held it in 10 quarters. The position peaked at $604K in Q2 2025. 811 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Ares Capital position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 12,484 Ares Capital shares in Q1 2026, an estimated $253K.
  • Sage Mountain Advisors first reported a position in Ares Capital in Q1 2021 and held it in 10 quarters.
  • Sage Mountain Advisors's Ares Capital position peaked at $604K in Q2 2025.
  • 811 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.