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Sunrise Financial Services’s Ares Capital ARCC Stock Holding History

Sunrise Financial Services’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 		$8.93K Hold
482
– – 0.01% 241
2026
Q1 		$8.69K Hold
482
– – 0.01% 243
2025
Q4 		$9.75K Buy
+482
New +$9.72K 0.01% 211

Other funds holding ARCC

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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

Sunrise Financial Services's ARCC Position: Q2 2026 in Review

Sunrise Financial Services held its Ares Capital (ARCC) position steady in Q2 2026 at 482 shares worth $8.93K. The position accounts for 0.01% of the portfolio, ranked #241.

Sunrise Financial Services first reported a position in ARCC in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.75K in Q4 2025. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Sunrise Financial Services held 482 shares of Ares Capital worth $8.93K as of Q2 2026.
  • Sunrise Financial Services left its Ares Capital share count unchanged in Q2 2026.
  • Ares Capital made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #241 holding.
  • Sunrise Financial Services first reported a position in Ares Capital in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Ares Capital position peaked at $9.75K in Q4 2025.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

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