Waverly Advisors, LLC

Position in ARCC — Ares Capital Corp

CIK 1568787 BIRMINGHAM, AL

Position in ARCC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,358,441

-$335,051 QoQ

Shares Held

186,373

+2.1% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 31.69021263809672.ToString("F0")% Shared 0.ToString("F0")% None 68.30978736190329.ToString("F0")%

Financial Services · as of Mar 31, 2026

Waverly Advisors, LLC holds $113,231,303 across 79 Asset Management names. ARCC ranks #7 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	21,609	$20,781,591
2	BX	Blackstone Inc.	138,051	$15,874,484
3	KKR	KKR & Co. Inc.	113,145	$10,465,912
4	RJF	Raymond James Financial Inc	52,198	$7,557,748
5	HASI	HA Sustainable Infrastructure Capital, Inc.	203,785	$7,489,098
6	STT	State Street Corp	39,280	$4,971,276
7	ARCC	Ares Capital Corp This page	186,373	$3,358,441
8	PSLV	Sprott Physical Silver Trust	118,250	$2,884,117

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,358,441	186,373	+2.1%	Shares	Sole	2026-05-15
2025-12-31	$3,693,492	182,575	-10.5%	Shares	Sole	2026-02-17
2025-09-30	$4,164,742	204,054	+2.1%	Shares	Sole	2025-11-14
2025-06-30	$4,390,682	199,940	+0.9%	Shares	Sole	2025-08-14
2025-03-31	$4,390,516	198,128	+1.1%	Shares	Sole	2025-05-15
2024-12-31	$4,290,067	195,983	+28.1%	Shares	Sole	2025-02-14
2024-09-30	$3,202,417	152,933	+100.1%	Shares	Sole	2024-11-14
2024-06-30	$1,592,905	76,435	+6.7%	Shares	Sole	2024-08-14
2024-03-31	$1,492,065	71,665	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.