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Savvy Advisors Inc’s Ares Capital ARCC Stock Holding History

Savvy Advisors Inc’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 		$1.6M Buy
88,824
+13,679
+18% +$265K 0.04% 318
2025
Q4 		$1.52M Buy
75,145
+7,713
+11% +$156K 0.05% 283
2025
Q3 		$1.38M Sell
67,432
-23,868
-26% -$530K 0.06% 215
2025
Q2 		$2M Buy
91,300
+45,944
+101% +$977K 0.13% 116
2025
Q1 		$1.01M Buy
45,356
+10,520
+30% +$239K 0.1% 165
2024
Q4 		$763K Buy
+34,836
New +$752K 0.09% 182

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

Savvy Advisors Inc's ARCC Position: Q1 2026 in Review

Savvy Advisors Inc increased its Ares Capital (ARCC) stake by 18% in Q1 2026, buying an estimated $265K and bringing the position to 88,824 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #318.

Savvy Advisors Inc first reported a position in ARCC in Q4 2024 and has held it in 6 quarters since. The position peaked at $2M in Q2 2025. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Savvy Advisors Inc held 88,824 shares of Ares Capital worth $1.6M as of Q1 2026.
  • Savvy Advisors Inc bought 13,679 Ares Capital shares in Q1 2026, an estimated $265K.
  • Ares Capital made up 0.04% of Savvy Advisors Inc's portfolio in Q1 2026, its #318 holding.
  • Savvy Advisors Inc first reported a position in Ares Capital in Q4 2024 and has held it in 6 quarters since.
  • Savvy Advisors Inc's Ares Capital position peaked at $2M in Q2 2025.
  • 807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

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