Stifel Financial
ARCC icon

Stifel Financial’s Ares Capital ARCC Stock Holding History

Stifel Financial’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
2015
Q1 		– Sell
-1,000
Closed -$17K – 2307
2014
Q4 		$17K Buy
+1,000
New +$15.9K ﹤0.01% 2274

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial's ARCC Position: Q2 2026 in Review

Stifel Financial increased its Ares Capital (ARCC) stake by 0.08% in Q2 2026, buying an estimated $39.9K and bringing the position to 2,640,857 shares worth $48.9M. The position accounts for 0.04% of the portfolio, ranked #395.

Stifel Financial first reported a position in ARCC in Q1 2014 and has held it in 50 quarters since. The position peaked at $57.9M in Q2 2025. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Stifel Financial held 2,640,857 shares of Ares Capital worth $48.9M as of Q2 2026.
  • Stifel Financial bought 2,138 Ares Capital shares in Q2 2026, an estimated $39.9K.
  • Ares Capital made up 0.04% of Stifel Financial's portfolio in Q2 2026, its #395 holding.
  • Stifel Financial first reported a position in Ares Capital in Q1 2014 and has held it in 50 quarters since.
  • Stifel Financial's Ares Capital position peaked at $57.9M in Q2 2025.
  • 786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.