Avidian Wealth Enterprises’s Ares Capital ARCC Stock Holding History

Avidian Wealth Enterprises’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	$1.92M	Buy	100,778 +40,211	+66%	+$779K	0.05%	220
2026 Q2	$1.12M	Buy	60,567 +7,004	+13%	+$131K	0.03%	297
2026 Q1	$965K	Buy	53,563 +24,649	+85%	+$477K	0.03%	294
2025 Q4	$585K	Buy	28,914 +17,148	+146%	+$346K	0.02%	344
2025 Q3	$240K	Buy	+11,766	New	+$261K	0.01%	519
2025 Q2	–	Sell	-9,853	Closed	-$218K	–	554
2025 Q1	$218K	Buy	9,853 +207	+2%	+$4.7K	0.01%	490
2024 Q4	$211K	Buy	+9,646	New	+$208K	0.01%	477

Other funds holding ARCC

CIM

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

SIS

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

BTCPP

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

DFG

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

TFA

Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Avidian Wealth Enterprises's ARCC Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Ares Capital (ARCC) stake by 66% in Q3 2026, buying an estimated $779K and bringing the position to 100,778 shares worth $1.92M. The position accounts for 0.05% of the portfolio, ranked #220.

Avidian Wealth Enterprises first reported a position in ARCC in Q4 2024 and has held it in 7 quarters since. 38 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

Avidian Wealth Enterprises held 100,778 shares of Ares Capital worth $1.92M as of Q3 2026.
Avidian Wealth Enterprises bought 40,211 Ares Capital shares in Q3 2026, an estimated $779K.
Ares Capital made up 0.05% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #220 holding.
Avidian Wealth Enterprises first reported a position in Ares Capital in Q4 2024 and has held it in 7 quarters since.
38 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.