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Summit Securities Group’s Ares Capital ARCC Stock Holding History

Summit Securities Group’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 		$11.1K Buy
600
+200
+50% +$3.73K ﹤0.01% 820
2026
Q1 		$7.21K Sell
400
-9,700
-96% -$188K ﹤0.01% 731
2025
Q4 		$204K Buy
10,100
+9,700
+2,425% +$196K 0.03% 330
2025
Q3 		$8.16K Buy
400
+200
+100% +$4.45K ﹤0.01% 885
2025
Q2 		$4.39K Buy
+200
New +$4.25K ﹤0.01% 990
2025
Q1 		– Sell
-2,300
Closed -$50.3K – 784
2024
Q4 		$50.3K Buy
+2,300
New +$49.6K 0.01% 288
2024
Q1 		– Sell
-2,500
Closed -$50K – 456
2023
Q4 		$50K Sell
2,500
-100
-4% -$1.95K ﹤0.01% 398
2023
Q3 		$51K Buy
+2,600
New +$50.4K 0.01% 269
2022
Q4 		– Sell
-1,700
Closed -$29K – 1147
2022
Q3 		$29K Sell
1,700
-2,700
-61% -$52.2K ﹤0.01% 677
2022
Q2 		$79K Hold
4,400
– – 0.01% 451
2022
Q1 		$92K Buy
+4,400
New +$93.8K 0.01% 522
2019
Q3 		– Sell
-23,400
Closed -$420K – 332
2019
Q2 		$420K Sell
23,400
-69,000
-75% -$1.22M 0.05% 223
2019
Q1 		$1.58M Buy
92,400
+82,200
+806% +$1.38M 0.29% 60
2018
Q4 		$159K Sell
10,200
-30,200
-75% -$500K 0.01% 288
2018
Q3 		$694K Sell
40,400
-34,000
-46% -$583K 0.26% 62
2018
Q2 		$1.22M Buy
+74,400
New +$1.22M 0.18% 76
2015
Q3 		– Sell
-300
Closed -$5K – 360
2015
Q2 		$5K Sell
300
-200
-40% -$3.34K ﹤0.01% 407
2015
Q1 		$9K Buy
+500
New +$8.35K 0.01% 286

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 Securities Group's ARCC Position: Q2 2026 in Review

Summit Securities Group increased its Ares Capital (ARCC) stake by 50% in Q2 2026, buying an estimated $3.73K and bringing the position to 600 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Summit Securities Group first reported a position in ARCC in Q1 2015 and has held it in 18 quarters since. The position peaked at $1.58M in Q1 2019. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Summit Securities Group held 600 shares of Ares Capital worth $11.1K as of Q2 2026.
  • Summit Securities Group bought 200 Ares Capital shares in Q2 2026, an estimated $3.73K.
  • Ares Capital made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #820 holding.
  • Summit Securities Group first reported a position in Ares Capital in Q1 2015 and has held it in 18 quarters since.
  • Summit Securities Group's Ares Capital position peaked at $1.58M in Q1 2019.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.