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United Capital Financial Advisors’s Ares Capital ARCC Stock Holding History

United Capital Financial 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
Q1 		$1.43M Sell
79,146
-70
-0.1% -$1.35K 0.01% 648
2025
Q4 		$1.6M Buy
79,216
+19,637
+33% +$396K 0.01% 592
2025
Q3 		$1.22M Buy
59,579
+35,385
+146% +$786K 0.01% 587
2025
Q2 		$531K Buy
24,194
+1,988
+9% +$42.3K ﹤0.01% 762
2025
Q1 		$492K Buy
22,206
+5,802
+35% +$132K ﹤0.01% 748
2024
Q4 		$359K Buy
16,404
+5,000
+44% +$108K ﹤0.01% 829
2024
Q3 		$239K Hold
11,404
– – ﹤0.01% 948
2024
Q2 		$238K Sell
11,404
-10,928
-49% -$228K ﹤0.01% 929
2024
Q1 		$465K Sell
22,332
-525
-2% -$10.6K ﹤0.01% 752
2023
Q4 		$458K Sell
22,857
-22,718
-50% -$443K ﹤0.01% 745
2023
Q3 		$887K Buy
45,575
+1,020
+2% +$19.8K 0.01% 540
2023
Q2 		$837K Sell
44,555
-4,068
-8% -$75.1K ﹤0.01% 584
2023
Q1 		$888K Sell
48,623
-15,861
-25% -$300K 0.01% 606
2022
Q4 		$1.19M Sell
64,484
-3,635
-5% -$68.3K 0.01% 575
2022
Q3 		$1.15M Sell
68,119
-1,013
-1% -$19.6K 0.01% 584
2022
Q2 		$1.24M Sell
69,132
-4,966
-7% -$97.9K 0.01% 589
2022
Q1 		$1.55M Sell
74,098
-74,841
-50% -$1.6M 0.01% 572
2021
Q4 		$3.16M Sell
148,939
-14,130
-9% -$293K 0.01% 452
2021
Q3 		$3.31M Buy
163,069
+544
+0.3% +$10.9K 0.02% 438
2021
Q2 		$3.18M Buy
162,525
+84,252
+108% +$1.63M 0.02% 450
2021
Q1 		$1.46M Buy
78,273
+15,899
+25% +$286K 0.01% 574
2020
Q4 		$1.05M Sell
62,374
-14,171
-19% -$220K 0.01% 661
2020
Q3 		$1.07M Sell
76,545
-57,043
-43% -$811K 0.01% 644
2020
Q2 		$1.93M Sell
133,588
-18,128
-12% -$245K 0.01% 527
2020
Q1 		$1.64M Sell
151,716
-13,114
-8% -$221K 0.01% 535
2019
Q4 		$3.07M Buy
164,830
+2,680
+2% +$49.8K 0.02% 516
2019
Q3 		$3.02M Buy
162,150
+6,433
+4% +$119K 0.02% 511
2019
Q2 		$2.79M Buy
155,717
+29,534
+23% +$523K 0.02% 535
2019
Q1 		$2.16M Buy
126,183
+54,295
+76% +$910K 0.02% 573
2018
Q4 		$1.12M Buy
71,888
+8,434
+13% +$140K 0.01% 684
2018
Q3 		$1.09M Buy
+63,454
New +$1.09M 0.01% 757

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Capital Financial Advisors's ARCC Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Ares Capital (ARCC) stake by 0.09% in Q1 2026, selling an estimated $1.35K and leaving 79,146 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #648.

United Capital Financial Advisors first reported a position in ARCC in Q3 2018 and has held it in 31 quarters since. The position peaked at $3.31M in Q3 2021. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • United Capital Financial Advisors held 79,146 shares of Ares Capital worth $1.43M as of Q1 2026.
  • United Capital Financial Advisors sold 70 Ares Capital shares in Q1 2026, an estimated $1.35K.
  • Ares Capital made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #648 holding.
  • United Capital Financial Advisors first reported a position in Ares Capital in Q3 2018 and has held it in 31 quarters since.
  • United Capital Financial Advisors's Ares Capital position peaked at $3.31M in Q3 2021.
  • 807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.