Armstrong Advisory Group’s Ares Capital ARCC Stock Holding History

Armstrong Advisory Group’s Portfolio ARCC Stock Details ARCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$109K	Buy	5,708 +17	+0.3%	+$329	0.01%	329
2026 Q2	$105K	Buy	5,691 +1,018	+22%	+$19K	0.01%	342
2026 Q1	$84.2K	Buy	4,673 +1,000	+27%	+$19.4K	0.01%	337
2025 Q4	$74.3K	Buy	3,673 +39	+1%	+$787	0.01%	348
2025 Q3	$74.2K	Buy	3,634 +38	+1%	+$844	0.01%	347
2025 Q2	$79K	Buy	3,596 +85	+2%	+$1.81K	0.01%	325
2025 Q1	$76.9K	Hold	3,511	–	–	0.01%	306
2024 Q4	$76.9K	Buy	3,511 +12	+0.3%	+$259	0.01%	306
2024 Q3	$73.3K	Sell	3,499 -1,283	-27%	-$26.6K	0.01%	311
2024 Q2	$100K	Buy	4,782 +25	+0.5%	+$522	0.01%	257
2024 Q1	$95.3K	Hold	4,757	–	–	0.01%	259
2023 Q4	$95.3K	Buy	4,757 +26	+0.5%	+$507	0.01%	259
2023 Q3	$92.1K	Buy	4,731 +13	+0.3%	+$252	0.01%	248
2023 Q2	$88.7K	Hold	4,718	–	–	0.01%	262
2023 Q1	$86.2K	Hold	4,718	–	–	0.01%	257
2022 Q4	$87.1K	Buy	+4,718	New	+$88.6K	0.01%	254

Other funds holding ARCC

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Armstrong Advisory Group's ARCC Position: Q3 2026 in Review

Armstrong Advisory Group increased its Ares Capital (ARCC) stake by 0.3% in Q3 2026, buying an estimated $329 and bringing the position to 5,708 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #329.

Armstrong Advisory Group first reported a position in ARCC in Q4 2022 and has held it in 16 quarters since. 183 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

Armstrong Advisory Group held 5,708 shares of Ares Capital worth $109K as of Q3 2026.
Armstrong Advisory Group bought 17 Ares Capital shares in Q3 2026, an estimated $329.
Ares Capital made up 0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #329 holding.
Armstrong Advisory Group first reported a position in Ares Capital in Q4 2022 and has held it in 16 quarters since.
183 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.