Key Client Fiduciary Advisors, LLC

Position in ARCC — Ares Capital Corp

CIK 1912612 Fairfield, NJ

Position in ARCC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,255,444

+$77,585 QoQ

Shares Held

67,752

+3.7% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#259

of 781 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Key Client Fiduciary Advisors, LLC holds $2,068,435 across 4 Asset Management names. ARCC ranks #1 (60.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARCC	Ares Capital Corp This page	67,752	$1,255,444
2	PDI	PIMCO Dynamic Income Fund	38,936	$650,231
3	NMZ	Nuveen Municipal High Income Opportunity Fund	11,050	$116,798
4	CYPH	Cypherpunk Technologies Inc.	75,102	$45,962

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,255,444	67,752	+3.7%	Shares	Sole	2026-07-09
2026-03-31	$1,177,859	65,364	+6.4%	Shares	Sole	2026-04-09
2025-12-31	$1,243,295	61,458	+6.1%	Shares	Sole	2026-01-28
2025-09-30	$1,181,861	57,906	-9.1%	Shares	Sole	2025-10-14
2025-06-30	$1,399,313	63,721	+3.4%	Shares	Sole	2025-07-09
2025-03-31	$1,365,166	61,605	-7.6%	Shares	Sole	2025-04-10
2024-12-31	$1,460,041	66,699	-1.5%	Shares	Sole	2025-01-17
2024-09-30	$1,418,182	67,726	+3.8%	Shares	Sole	2024-10-18
2024-06-30	$1,360,060	65,262	+1.0%	Shares	Sole	2024-07-16
2024-03-31	$1,345,055	64,604	-1.6%	Shares	Sole	2024-04-15
2023-12-31	$1,315,049	65,654	-5.6%	Shares	Sole	2024-01-09
2023-09-30	$1,353,418	69,513	-7.8%	Shares	Sole	2023-11-14
2023-06-30	$1,415,882	75,353	+0.1%	Shares	Sole	2023-07-13
2023-03-31	$1,375,128	75,267	-5.8%	Shares	Sole	2023-04-25
2022-12-31	$1,475,789	79,902	-1.0%	Shares	Sole	2023-01-17
2022-09-30	$1,362,300	80,705	-6.0%	Shares	Sole	2022-10-12
2022-06-30	$1,538,931	85,830	+1.1%	Shares	Sole	2022-07-19
2022-03-31	$1,778,550	84,895	+13.9%	Shares	Sole	2022-04-18
2021-12-31	$1,579,290	74,530	—	Shares	Sole	2022-03-01
No filing history on record for this holder in this stock.