Position in ARCC
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$66,281
+$1,824 QoQ
Shares Held
3,577
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#15
of 20 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ARCC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026KERR FINANCIAL PLANNING Corp holds $209,348 across 12 Asset Management names. ARCC ranks #2 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDX |
PIMCO Dynamic Income Strategy Fund
|
4,651 | $96,833 | |
| 2 | ARCC |
Ares Capital Corp
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|
3,577 | $66,281 | |
| 3 | PGZ |
Principal Real Estate Income Fund
|
1,451 | $14,930 | |
| 4 | PFG |
Principal Financial Group Inc
|
112 | $12,071 | |
| 5 | APO |
Apollo Global Management, Inc.
|
65 | $7,690 | |
| 6 | BCAT |
BlackRock Capital Allocation Term Trust
|
211 | $3,361 | |
| 7 | BKT |
Blackrock Income Trust, Inc.
|
284 | $3,044 | |
| 8 | PTY |
Pimco Corporate & Income Opportunity Fund
|
203 | $2,442 |
All Filings in ARCC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,281 | 3,577 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $64,457 | 3,577 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $70,440 | 3,482 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $69,434 | 3,402 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||