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Summit Financial’s Ares Capital ARCC Stock Holding History

Summit 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
2026
Q1 		$1.33M Buy
74,069
+1,591
+2% +$30.8K 0.02% 684
2025
Q4 		$1.47M Buy
72,478
+503
+0.7% +$10.1K 0.02% 557
2025
Q3 		$1.47M Buy
71,975
+8,322
+13% +$185K 0.02% 548
2025
Q2 		$1.4M Buy
63,653
+25,278
+66% +$538K 0.03% 353
2025
Q1 		$850K Buy
38,375
+444
+1% +$10.1K 0.02% 402
2024
Q4 		$830K Buy
+37,931
New +$818K 0.03% 355

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

Summit Financial's ARCC Position: Q1 2026 in Review

Summit Financial increased its Ares Capital (ARCC) stake by 2.2% in Q1 2026, buying an estimated $30.8K and bringing the position to 74,069 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #684.

Summit Financial first reported a position in ARCC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.47M in Q3 2025. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Summit Financial held 74,069 shares of Ares Capital worth $1.33M as of Q1 2026.
  • Summit Financial bought 1,591 Ares Capital shares in Q1 2026, an estimated $30.8K.
  • Ares Capital made up 0.02% of Summit Financial's portfolio in Q1 2026, its #684 holding.
  • Summit Financial first reported a position in Ares Capital in Q4 2024 and has held it in 6 quarters since.
  • Summit Financial's Ares Capital position peaked at $1.47M in Q3 2025.
  • 807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.