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Sigma Investment Counselors’s Ares Capital ARCC Stock Holding History

Sigma Investment Counselors’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 		$14.5M Buy
807,352
+14,767
+2% +$286K 0.77% 29
2025
Q4 		$16M Buy
792,585
+22,127
+3% +$446K 0.81% 29
2025
Q3 		$15.7M Buy
770,458
+20,192
+3% +$449K 0.82% 29
2025
Q2 		$16.5M Buy
750,266
+27,860
+4% +$592K 0.91% 27
2025
Q1 		$16M Buy
722,406
+13,490
+2% +$306K 0.98% 24
2024
Q4 		$15.5M Buy
708,916
+27,192
+4% +$587K 0.91% 25
2024
Q3 		$14.3M Buy
681,724
+29,786
+5% +$619K 0.84% 27
2024
Q2 		$13.6M Buy
651,938
+76,960
+13% +$1.61M 0.85% 29
2024
Q1 		$12M Buy
574,978
+563,423
+4,876% +$11.4M 0.77% 29
2023
Q4 		$231K Hold
11,555
– – 0.02% 179
2023
Q3 		$225K Buy
+11,555
New +$224K 0.02% 175

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

Sigma Investment Counselors's ARCC Position: Q1 2026 in Review

Sigma Investment Counselors increased its Ares Capital (ARCC) stake by 1.9% in Q1 2026, buying an estimated $286K and bringing the position to 807,352 shares worth $14.5M. The position accounts for 0.77% of the portfolio, ranked #29.

Sigma Investment Counselors first reported a position in ARCC in Q3 2023 and has held it in 11 quarters since. The position peaked at $16.5M in Q2 2025. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Sigma Investment Counselors held 807,352 shares of Ares Capital worth $14.5M as of Q1 2026.
  • Sigma Investment Counselors bought 14,767 Ares Capital shares in Q1 2026, an estimated $286K.
  • Ares Capital made up 0.77% of Sigma Investment Counselors's portfolio in Q1 2026, its #29 holding.
  • Sigma Investment Counselors first reported a position in Ares Capital in Q3 2023 and has held it in 11 quarters since.
  • Sigma Investment Counselors's Ares Capital position peaked at $16.5M in Q2 2025.
  • 807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Sigma Investment Counselors's 13F filing for Q1 2026, filed 29 Apr 2026.