UFPG
ARCC icon

United Financial Planning Group’s Ares Capital ARCC Stock Holding History

United Financial Planning 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
Q2 		$2.87K Sell
155
-155
-50% -$2.89K ﹤0.01% 431
2026
Q1 		$5.59K Sell
310
-155
-33% -$3K ﹤0.01% 297
2025
Q4 		$9.41K Hold
465
– – 0.01% 210
2025
Q3 		$9.49K Buy
+465
New +$10.3K 0.01% 155

Other funds holding ARCC

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

United Financial Planning Group's ARCC Position: Q2 2026 in Review

United Financial Planning Group reduced its Ares Capital (ARCC) stake by 50% in Q2 2026, selling an estimated $2.89K and leaving 155 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

United Financial Planning Group first reported a position in ARCC in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.49K in Q3 2025. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • United Financial Planning Group held 155 shares of Ares Capital worth $2.87K as of Q2 2026.
  • United Financial Planning Group sold 155 Ares Capital shares in Q2 2026, an estimated $2.89K.
  • Ares Capital made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #431 holding.
  • United Financial Planning Group first reported a position in Ares Capital in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Ares Capital position peaked at $9.49K in Q3 2025.
  • 787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.