SP
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Successful Portfolios’s Ares Capital ARCC Stock Holding History

Successful Portfolios’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
Q2 		$294K Buy
15,787
+2,000
+15% +$37.3K 0.14% 144
2026
Q1 		$247K Buy
13,787
+10
+0.1% +$194 0.14% 151
2025
Q4 		$284K Buy
13,777
+2,278
+20% +$46K 0.14% 138
2025
Q3 		$235K Buy
11,499
+698
+6% +$15.5K 0.14% 148
2025
Q2 		$237K Buy
10,801
+690
+7% +$14.7K 0.15% 144
2025
Q1 		$224K Hold
10,111
– – 0.15% 139
2024
Q4 		$221K Buy
+10,111
New +$218K 0.15% 138

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

Successful Portfolios's ARCC Position: Q2 2026 in Review

Successful Portfolios increased its Ares Capital (ARCC) stake by 15% in Q2 2026, buying an estimated $37.3K and bringing the position to 15,787 shares worth $294K. The position accounts for 0.14% of the portfolio, ranked #144.

Successful Portfolios first reported a position in ARCC in Q4 2024 and has held it in 7 quarters since. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Successful Portfolios held 15,787 shares of Ares Capital worth $294K as of Q2 2026.
  • Successful Portfolios bought 2,000 Ares Capital shares in Q2 2026, an estimated $37.3K.
  • Ares Capital made up 0.14% of Successful Portfolios's portfolio in Q2 2026, its #144 holding.
  • Successful Portfolios first reported a position in Ares Capital in Q4 2024 and has held it in 7 quarters since.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.