AAG
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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
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 		$99.7K 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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
FCMA
Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

Armstrong Advisory Group's ARCC Position: Q2 2026 in Review

Armstrong Advisory Group increased its Ares Capital (ARCC) stake by 22% in Q2 2026, buying an estimated $19K and bringing the position to 5,691 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #342.

Armstrong Advisory Group first reported a position in ARCC in Q4 2022 and has held it in 15 quarters since. 144 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Armstrong Advisory Group held 5,691 shares of Ares Capital worth $105K as of Q2 2026.
  • Armstrong Advisory Group bought 1,018 Ares Capital shares in Q2 2026, an estimated $19K.
  • Ares Capital made up 0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #342 holding.
  • Armstrong Advisory Group first reported a position in Ares Capital in Q4 2022 and has held it in 15 quarters since.
  • 144 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.