Position in ARCC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$6,855,546
-$523,042 QoQ
Shares Held
380,441
+4.3% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 93%
Shared 7%
None 0%
Common Shares in ARCC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Crestwood Advisors Group, LLC holds $97,977,698 across 19 Asset Management names. ARCC ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
500,188 | $57,516,618 | |
| 2 | SEIC |
Sei Investments Co
|
196,213 | $15,396,834 | |
| 3 | AB |
Alliancebernstein Holding L.P.
|
218,283 | $8,172,515 | |
| 4 | ARCC |
Ares Capital Corp
This page
|
380,441 | $6,855,546 | |
| 5 | STT |
State Street Corp
|
21,369 | $2,704,460 | |
| 6 | BLK |
BlackRock, Inc.
|
2,559 | $2,461,015 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
22,726 | $919,721 | |
| 8 | RJF |
Raymond James Financial Inc
|
3,854 | $558,020 |
All Filings in ARCC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,855,546 | 380,441 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $7,378,588 | 364,735 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $5,443,040 | 266,685 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $5,057,980 | 230,327 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $4,436,786 | 200,216 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $3,530,966 | 161,305 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $1,965,889 | 93,882 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $1,760,021 | 84,454 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $931,695 | 44,750 | Shares | Other | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||