Waverly Advisors, LLC

Position in ARCC — Ares Capital Corp

CIK 1568787 BIRMINGHAM, AL

Position in ARCC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,570,619

+$212,178 QoQ

Shares Held

192,694

+3.4% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#142

of 781 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 31% Shared 0% None 69%

Financial Services · as of Jun 30, 2026

Waverly Advisors, LLC holds $111,415,655 across 74 Asset Management names. ARCC ranks #7 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	21,835	$20,995,662
2	BX	Blackstone Inc.	145,297	$17,097,097
3	RJF	Raymond James Financial Inc	54,515	$8,287,915
4	KKR	KKR & Co. Inc.	85,199	$7,819,564
5	HASI	HA Sustainable Infrastructure Capital, Inc.	198,183	$7,739,046
6	STT	State Street Corp	36,385	$6,170,896
7	ARCC	Ares Capital Corp This page	192,694	$3,570,619
8	AMP	Ameriprise Financial Inc	6,263	$2,873,213

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,570,619	192,694	+3.4%	Shares	Sole	2026-08-14
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.