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Stiles Financial Services’s Ares Capital ARCC Stock Holding History

Stiles Financial Services’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 		$1.47M Sell
81,323
-1,081
-1% -$20.9K 0.45% 61
2025
Q4 		$1.67M Sell
82,404
-1,290
-2% -$26K 0.51% 57
2025
Q3 		$1.71M Buy
83,694
+10,245
+14% +$228K 0.54% 57
2025
Q2 		$1.61M Buy
73,449
+7,343
+11% +$156K 0.56% 61
2025
Q1 		$1.46M Buy
66,106
+18,149
+38% +$412K 0.56% 62
2024
Q4 		$1.05M Buy
47,957
+22,879
+91% +$494K 0.38% 77
2024
Q3 		$525K Buy
25,078
+2,599
+12% +$54K 0.18% 110
2024
Q2 		$468K Buy
22,479
+746
+3% +$15.6K 0.18% 106
2024
Q1 		$452K Buy
21,733
+200
+0.9% +$4.05K 0.18% 113
2023
Q4 		$431K Buy
21,533
+183
+0.9% +$3.57K 0.2% 110
2023
Q3 		$416K Buy
21,350
+385
+2% +$7.46K 0.22% 109
2023
Q2 		$394K Sell
20,965
-999
-5% -$18.5K 0.2% 123
2023
Q1 		$401K Buy
21,964
+468
+2% +$8.85K 0.22% 117
2022
Q4 		$397K Buy
21,496
+261
+1% +$4.9K 0.23% 112
2022
Q3 		$358K Buy
21,235
+443
+2% +$8.56K 0.22% 116
2022
Q2 		$373K Buy
20,792
+401
+2% +$7.9K 0.22% 113
2022
Q1 		$427K Sell
20,391
-1,070
-5% -$22.8K 0.21% 113
2021
Q4 		$455K Buy
+21,461
New +$446K 0.22% 107

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

Stiles Financial Services's ARCC Position: Q1 2026 in Review

Stiles Financial Services reduced its Ares Capital (ARCC) stake by 1.3% in Q1 2026, selling an estimated $20.9K and leaving 81,323 shares worth $1.47M. The position accounts for 0.45% of the portfolio, ranked #61.

Stiles Financial Services first reported a position in ARCC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.71M in Q3 2025. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Stiles Financial Services held 81,323 shares of Ares Capital worth $1.47M as of Q1 2026.
  • Stiles Financial Services sold 1,081 Ares Capital shares in Q1 2026, an estimated $20.9K.
  • Ares Capital made up 0.45% of Stiles Financial Services's portfolio in Q1 2026, its #61 holding.
  • Stiles Financial Services first reported a position in Ares Capital in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Ares Capital position peaked at $1.71M in Q3 2025.
  • 807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.