SPIS
ARCC icon

Steward Partners Investment Solutions’s Ares Capital ARCC Stock Holding History

Steward Partners Investment Solutions’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
2024
Q1 		$1.16M Buy
55,524
+14
+0% +$284 0.19% 94
2023
Q4 		$1.11M Buy
+55,510
New +$1.08M 0.46% 55

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Steward Partners Investment Solutions's ARCC Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Ares Capital (ARCC) stake by 0.03% in Q1 2024, buying an estimated $284 and bringing the position to 55,524 shares worth $1.16M. The position accounts for 0.19% of the portfolio, ranked #94.

Steward Partners Investment Solutions first reported a position in ARCC in Q4 2023 and has held it in 2 quarters since. 715 funds tracked by Wall St. Rank hold ARCC as of Q1 2024.

  • Steward Partners Investment Solutions held 55,524 shares of Ares Capital worth $1.16M as of Q1 2024.
  • Steward Partners Investment Solutions bought 14 Ares Capital shares in Q1 2024, an estimated $284.
  • Ares Capital made up 0.19% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #94 holding.
  • Steward Partners Investment Solutions first reported a position in Ares Capital in Q4 2023 and has held it in 2 quarters since.
  • 715 funds tracked by Wall St. Rank held Ares Capital as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.