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AA Financial Advisors, LLC

Position in ARCC — Ares Capital Corp

CIK 2016899 Columbus, OH

Position in ARCC

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$3,042,792
+$368,120 QoQ
Shares Held
164,209
+10.6% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#160
of 781 holders
Holding Since
Dec 2023
11 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, 2026

AA Financial Advisors, LLC holds $5,109,727 across 4 Asset Management names. ARCC ranks #1 (59.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ARCC
Ares Capital Corp
This page
164,209 $3,042,792

All Filings in ARCC

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,042,792 164,209
2026-03-31 $2,674,672 148,428
2025-12-31 $1,301,355 64,328
2025-09-30 $604,564 29,621
2025-06-30 $652,014 29,691
2025-03-31 $649,620 29,315
2024-12-31 $641,705 29,315
2024-09-30 $606,736 28,975
2024-06-30 $613,654 29,446
2024-03-31 $319,691 15,355
2023-12-31 $307,560 15,355