SageView Advisory Group’s Ares Capital ARCC Stock Holding History

SageView 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	-1,433	Closed	-$29K	–	686
2025 Q4	$29K	Buy	+1,433	New	+$28.9K	﹤0.01%	1305
2024 Q1	–	Sell	-47,011	Closed	-$969K	–	528
2023 Q4	$969K	Buy	47,011 +8	+0%	+$156	0.04%	259
2023 Q3	$915K	Sell	47,003 -9,812	-17%	-$190K	0.05%	224
2023 Q2	$1.07M	Buy	56,815 +1,630	+3%	+$30.1K	0.06%	215
2023 Q1	$1.01M	Buy	+55,185	New	+$1.04M	0.06%	207

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

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

SageView Advisory Group sold out of Ares Capital (ARCC) in Q1 2026, closing a stake of 1,433 shares — an estimated $29K sold.

SageView Advisory Group first reported a position in ARCC in Q1 2023 and held it in 5 quarters. The position peaked at $1.07M in Q2 2023. 811 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

SageView Advisory Group reported no remaining Ares Capital position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,433 Ares Capital shares in Q1 2026, an estimated $29K.
SageView Advisory Group first reported a position in Ares Capital in Q1 2023 and held it in 5 quarters.
SageView Advisory Group's Ares Capital position peaked at $1.07M in Q2 2023.
811 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.