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 Q1	–	Sell	-3,100	Closed	-$62.7K	–	1042
2025 Q4	$62.7K	Buy	+3,100	New	+$62.5K	0.01%	561
2025 Q3	–	Sell	-28,300	Closed	-$621K	–	1020
2025 Q2	$621K	Buy	+28,300	New	+$602K	0.12%	130
2025 Q1	–	Sell	-1,500	Closed	-$32.8K	–	785
2024 Q4	$32.8K	Buy	+1,500	New	+$32.4K	0.01%	334
2024 Q1	–	Sell	-600	Closed	-$12K	–	457
2023 Q4	$12K	Sell	600 -2,000	-77%	-$39K	﹤0.01%	507
2023 Q3	$51K	Buy	+2,600	New	+$50.4K	0.01%	270

Other funds holding ARCC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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. 786 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.
786 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.