Secure Asset Management’s Ares Capital ARCC Stock Holding History

Secure Asset Management’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 Q2	$327K	Buy	17,626 +7,211	+69%	+$135K	0.05%	243
2026 Q1	$188K	Sell	10,415 -1,033	-9%	-$20K	0.03%	309
2025 Q4	$232K	Sell	11,448 -2,356	-17%	-$47.5K	0.04%	311
2025 Q3	$278K	Hold	13,804	–	–	0.05%	254
2025 Q2	$303K	Sell	13,804 -629	-4%	-$13.4K	0.06%	248
2025 Q1	$320K	Sell	14,433 -586	-4%	-$13.3K	0.06%	225
2024 Q4	$329K	Buy	15,019 +315	+2%	+$6.8K	0.05%	244
2024 Q3	$308K	Buy	14,704 +3,840	+35%	+$79.8K	0.05%	244
2024 Q2	$226K	Buy	+10,864	New	+$227K	0.04%	259

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Secure Asset Management's ARCC Position: Q2 2026 in Review

Secure Asset Management increased its Ares Capital (ARCC) stake by 69% in Q2 2026, buying an estimated $135K and bringing the position to 17,626 shares worth $327K. The position accounts for 0.05% of the portfolio, ranked #243.

Secure Asset Management first reported a position in ARCC in Q2 2024 and has held it in 9 quarters since. The position peaked at $329K in Q4 2024. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Secure Asset Management held 17,626 shares of Ares Capital worth $327K as of Q2 2026.
Secure Asset Management bought 7,211 Ares Capital shares in Q2 2026, an estimated $135K.
Ares Capital made up 0.05% of Secure Asset Management's portfolio in Q2 2026, its #243 holding.
Secure Asset Management first reported a position in Ares Capital in Q2 2024 and has held it in 9 quarters since.
Secure Asset Management's Ares Capital position peaked at $329K in Q4 2024.
784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.