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VestGen Advisors’s Ares Capital ARCC Stock Holding History

VestGen 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 		$574K Sell
30,970
-3,500
-10% -$65.3K 0.02% 626
2026
Q1 		$647K Buy
34,470
+9,521
+38% +$184K 0.02% 584
2025
Q4 		$505K Buy
24,949
+8,200
+49% +$165K 0.02% 480
2025
Q3 		$342K Buy
+16,749
New +$372K 0.01% 570

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

VestGen Advisors's ARCC Position: Q2 2026 in Review

VestGen Advisors reduced its Ares Capital (ARCC) stake by 10% in Q2 2026, selling an estimated $65.3K and leaving 30,970 shares worth $574K. The position accounts for 0.02% of the portfolio, ranked #626.

VestGen Advisors first reported a position in ARCC in Q3 2025 and has held it in 4 quarters since. The position peaked at $647K in Q1 2026. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • VestGen Advisors held 30,970 shares of Ares Capital worth $574K as of Q2 2026.
  • VestGen Advisors sold 3,500 Ares Capital shares in Q2 2026, an estimated $65.3K.
  • Ares Capital made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #626 holding.
  • VestGen Advisors first reported a position in Ares Capital in Q3 2025 and has held it in 4 quarters since.
  • VestGen Advisors's Ares Capital position peaked at $647K in Q1 2026.
  • 787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.