United Advisor Group’s Ares Capital ARCC Stock Holding History

United Advisor 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 Q3	$2.18M	Buy	114,123 +1,033	+0.9%	+$20K	0.21%	125
2026 Q2	$2.1M	Buy	113,090 +926	+0.8%	+$17.3K	0.22%	119
2026 Q1	$2.02M	Buy	112,164 +6,563	+6%	+$127K	0.25%	107
2025 Q4	$2.14M	Buy	105,601 +170	+0.2%	+$3.43K	0.27%	96
2025 Q3	$2.15M	Buy	105,431 +13,162	+14%	+$293K	0.29%	84
2025 Q2	$2.03M	Sell	92,269 -168	-0.2%	-$3.57K	0.35%	73
2025 Q1	$2.05M	Sell	92,437 -9,879	-10%	-$224K	0.42%	64
2024 Q4	$2.24M	Buy	102,316 +725	+0.7%	+$15.6K	0.44%	58
2024 Q3	$2.13M	Buy	101,591 +12,627	+14%	+$262K	0.48%	55
2024 Q2	$1.85M	Buy	88,964 +2,437	+3%	+$50.9K	0.58%	52
2024 Q1	$1.8M	Buy	+86,527	New	+$1.75M	0.68%	42

Other funds holding ARCC

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

United Advisor Group's ARCC Position: Q3 2026 in Review

United Advisor Group increased its Ares Capital (ARCC) stake by 0.91% in Q3 2026, buying an estimated $20K and bringing the position to 114,123 shares worth $2.18M. The position accounts for 0.21% of the portfolio, ranked #125.

United Advisor Group first reported a position in ARCC in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.24M in Q4 2024. 461 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

United Advisor Group held 114,123 shares of Ares Capital worth $2.18M as of Q3 2026.
United Advisor Group bought 1,033 Ares Capital shares in Q3 2026, an estimated $20K.
Ares Capital made up 0.21% of United Advisor Group's portfolio in Q3 2026, its #125 holding.
United Advisor Group first reported a position in Ares Capital in Q1 2024 and has held it in 11 quarters since.
United Advisor Group's Ares Capital position peaked at $2.24M in Q4 2024.
461 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.