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Vision Retirement’s Ares Capital ARCC Stock Holding History

Vision Retirement’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 		$11.8K Hold
638
– – ﹤0.01% 419
2026
Q1 		$11.5K Hold
638
– – ﹤0.01% 397
2025
Q4 		$12.9K Buy
+638
New +$12.9K ﹤0.01% 386

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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vision Retirement's ARCC Position: Q2 2026 in Review

Vision Retirement held its Ares Capital (ARCC) position steady in Q2 2026 at 638 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Vision Retirement first reported a position in ARCC in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.9K in Q4 2025. 749 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Vision Retirement held 638 shares of Ares Capital worth $11.8K as of Q2 2026.
  • Vision Retirement left its Ares Capital share count unchanged in Q2 2026.
  • Ares Capital made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #419 holding.
  • Vision Retirement first reported a position in Ares Capital in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Ares Capital position peaked at $12.9K in Q4 2025.
  • 749 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.