Position in ARCC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$56,240,563
-$3,202,398 QoQ
Shares Held
3,121,008
+6.2% QoQ
Ownership
0.435%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 92.93016871472294.ToString("F0")%
Shared 3.374262417782973.ToString("F0")%
None 3.6955688674940914.ToString("F0")%
Common Shares in ARCC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Evercore Wealth Management, LLC holds $317,837,821 across 13 Asset Management names. ARCC ranks #3 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
1,345,665 | $154,738,017 | |
| 2 | BLK |
BlackRock, Inc.
|
106,170 | $102,104,749 | |
| 3 | ARCC |
Ares Capital Corp
This page
|
3,121,008 | $56,240,563 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
24,747 | $1,001,511 | |
| 5 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
62,814 | $795,225 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
24,650 | $583,958 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
49,800 | $550,788 | |
| 8 | STT |
State Street Corp
|
3,545 | $448,655 |
All Filings in ARCC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,240,563 | 3,121,008 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $59,442,961 | 2,938,357 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $48,806,146 | 2,391,286 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $36,593,549 | 1,666,373 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $10,802,711 | 487,487 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $22,614,755 | 1,033,109 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $21,662,848 | 1,034,520 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $8,603,314 | 412,827 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,595,057 | 412,827 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $5,278,805 | 263,545 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||