True North Advisors’s Ares Capital ARCC Stock Holding History

True North Advisors’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	$197K	Buy	10,614 +336	+3%	+$6.27K	0.02%	288
2026 Q1	$185K	Buy	10,278 +300	+3%	+$5.81K	0.02%	243
2025 Q4	$202K	Buy	+9,978	New	+$201K	0.03%	247
2025 Q2	–	Sell	-9,143	Closed	-$203K	–	228
2025 Q1	$203K	Buy	+9,143	New	+$208K	0.04%	240

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

True North Advisors's ARCC Position: Q2 2026 in Review

True North Advisors increased its Ares Capital (ARCC) stake by 3.3% in Q2 2026, buying an estimated $6.27K and bringing the position to 10,614 shares worth $197K. The position accounts for 0.02% of the portfolio, ranked #288.

True North Advisors first reported a position in ARCC in Q1 2025 and has held it in 4 quarters since. The position peaked at $203K in Q1 2025. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

True North Advisors held 10,614 shares of Ares Capital worth $197K as of Q2 2026.
True North Advisors bought 336 Ares Capital shares in Q2 2026, an estimated $6.27K.
Ares Capital made up 0.02% of True North Advisors's portfolio in Q2 2026, its #288 holding.
True North Advisors first reported a position in Ares Capital in Q1 2025 and has held it in 4 quarters since.
True North Advisors's Ares Capital position peaked at $203K in Q1 2025.
787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.