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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
Q2 		$2.48M Buy
134,094
+60,025
+81% +$1.12M 0.03% 572
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 $1.89T 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

Summit Financial's ARCC Position: Q2 2026 in Review

Summit Financial increased its Ares Capital (ARCC) stake by 81% in Q2 2026, buying an estimated $1.12M and bringing the position to 134,094 shares worth $2.48M. The position accounts for 0.03% of the portfolio, ranked #572.

Summit Financial first reported a position in ARCC in Q4 2024 and has held it in 7 quarters since. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Summit Financial held 134,094 shares of Ares Capital worth $2.48M as of Q2 2026.
  • Summit Financial bought 60,025 Ares Capital shares in Q2 2026, an estimated $1.12M.
  • Ares Capital made up 0.03% of Summit Financial's portfolio in Q2 2026, its #572 holding.
  • Summit Financial first reported a position in Ares Capital in Q4 2024 and has held it in 7 quarters since.
  • 787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

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