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Windsor Advisory Group’s Ares Capital ARCC Stock Holding History

Windsor Advisory 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
Q1 		$240K Buy
+13,328
New +$258K 0.2% 49
2025
Q4 		– Sell
-12,144
Closed -$248K – 83
2025
Q3 		$248K Buy
+12,144
New +$270K 0.22% 57
2024
Q4 		– Sell
-11,402
Closed -$239K – 84
2024
Q3 		$239K Buy
+11,402
New +$237K 0.27% 55

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

Windsor Advisory Group's ARCC Position: Q1 2026 in Review

Windsor Advisory Group opened a new position in Ares Capital (ARCC) in Q1 2026: 13,328 shares worth $240K. The stake represents 0.2% of the portfolio and ranks #49 among its holdings. This is a return to the name: Windsor Advisory Group previously reported a position in ARCC as recently as Q3 2025.

Windsor Advisory Group first reported a position in ARCC in Q3 2024 and has held it in 3 quarters since. The position peaked at $248K in Q3 2025. 806 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Windsor Advisory Group held 13,328 shares of Ares Capital worth $240K as of Q1 2026.
  • Ares Capital was a new Windsor Advisory Group position in Q1 2026.
  • Ares Capital made up 0.2% of Windsor Advisory Group's portfolio in Q1 2026, its #49 holding.
  • Windsor Advisory Group first reported a position in Ares Capital in Q3 2024 and has held it in 3 quarters since.
  • Windsor Advisory Group's Ares Capital position peaked at $248K in Q3 2025.
  • 806 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.