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 $1.66T 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 $26.7B AUM 43.32% 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 $5.53B AUM 35.1% 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

Stifel Financial's ARCC Position: Q1 2026 in Review

Stifel Financial increased its Ares Capital (ARCC) stake by 1.4% in Q1 2026, buying an estimated $711K and bringing the position to 2,638,719 shares worth $47.5M. The position accounts for 0.04% of the portfolio, ranked #376.

Stifel Financial first reported a position in ARCC in Q1 2014 and has held it in 49 quarters since. The position peaked at $57.9M in Q2 2025. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Stifel Financial held 2,638,719 shares of Ares Capital worth $47.5M as of Q1 2026.
  • Stifel Financial bought 36,714 Ares Capital shares in Q1 2026, an estimated $711K.
  • Ares Capital made up 0.04% of Stifel Financial's portfolio in Q1 2026, its #376 holding.
  • Stifel Financial first reported a position in Ares Capital in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's Ares Capital position peaked at $57.9M in Q2 2025.
  • 807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.