BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in ARCC — Ares Capital Corp

CIK 1654599 MORRISTOWN, NJ

Position in ARCC

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$113,144

+$3,114 QoQ

Shares Held

6,106

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#63

of 81 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $3,170,134 across 33 Asset Management names. ARCC ranks #7 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc.	6,407	$758,012
2	BX	Blackstone Inc.	6,021	$708,491
3	ARES	Ares Management Corp	4,375	$486,981
4	AB	Alliancebernstein Holding L.P.	4,860	$171,169
5	RJF	Raymond James Financial Inc	975	$148,229
6	STT	State Street Corp	670	$113,632
7	ARCC	Ares Capital Corp This page	6,106	$113,144
8	GAB	Gabelli Equity Trust Inc	19,000	$107,540

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$113,144	6,106	0.0%	Shares	Sole	2026-07-08
2026-03-31	$110,030	6,106	-37.9%	Shares	Sole	2026-04-14
2025-09-30	$200,732	9,835	-2.0%	Shares	Sole	2025-10-16
2025-06-30	$220,368	10,035	-13.0%	Shares	Sole	2025-07-15
2025-03-31	$255,615	11,535	-36.1%	Shares	Sole	2025-05-06
2024-12-31	$395,311	18,059	-32.3%	Shares	Sole	2025-01-17
2024-09-30	$558,281	26,661	-9.0%	Shares	Sole	2024-11-14
2024-06-30	$610,653	29,302	-14.2%	Shares	Sole	2024-08-14
2024-03-31	$710,961	34,148	-11.0%	Shares	Sole	2024-05-09
2023-12-31	$768,110	38,348	-4.8%	Shares	Sole	2024-02-12
2023-09-30	$784,582	40,297	-1.0%	Shares	Sole	2023-10-31
2023-06-30	$764,790	40,702	+14.8%	Shares	Sole	2023-07-21
2023-03-31	$647,726	35,453	+7.0%	Shares	Sole	2023-05-04
2022-12-31	$612,058	33,138	+4.5%	Shares	Sole	2023-01-13
2022-09-30	$535,146	31,703	+0.1%	Shares	Sole	2022-10-20
2022-06-30	$567,771	31,666	+13.4%	Shares	Sole	2022-07-21
2022-03-31	$584,944	27,921	+11.4%	Shares	Sole	2022-05-12
2021-12-31	$530,894	25,054	-5.4%	Shares	Sole	2022-02-04
2021-09-30	$538,440	26,485	+9.7%	Shares	Sole	2021-11-09
2021-06-30	$473,098	24,150	-9.8%	Shares	Sole	2021-08-02
2021-03-31	$500,754	26,764	+6.3%	Shares	Sole	2021-05-21
2020-12-31	$425,307	25,181	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.