Position in ARCC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,079,131
+$23,087 QoQ
Shares Held
58,237
-0.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#83
of 292 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARCC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026GoalVest Advisory LLC holds $3,430,928 across 17 Asset Management names. ARCC ranks #2 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
18,337 | $1,976,361 | |
| 2 | ARCC |
Ares Capital Corp
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|
58,237 | $1,079,131 | |
| 3 | ADX |
Adams Diversified Equity Fund, Inc.
|
9,392 | $239,965 | |
| 4 | BLK |
BlackRock, Inc.
|
41 | $39,423 | |
| 5 | AB |
Alliancebernstein Holding L.P.
|
783 | $27,577 | |
| 6 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
243 | $13,090 | |
| 7 | BSTZ |
BlackRock Science & Technology Term Trust
|
260 | $7,807 | |
| 8 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
928 | $7,015 |
All Filings in ARCC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,079,131 | 58,237 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,056,044 | 58,604 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,334,593 | 65,971 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,536,954 | 75,304 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,537,529 | 70,015 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,519,954 | 68,590 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $1,309,788 | 59,835 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,244,987 | 59,455 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,173,750 | 56,322 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,256,403 | 60,346 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,140,648 | 56,947 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $986,038 | 50,644 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $910,957 | 48,481 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,263,827 | 69,175 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $1,150,403 | 62,285 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $964,945 | 57,165 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $877,261 | 48,927 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $11,941 | 570 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||