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BankPlus Wealth Management’s Ares Capital ARCC Stock Holding History

BankPlus Wealth Management’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 		$432K Buy
23,335
+802
+4% +$15K 0.19% 79
2026
Q1 		$406K Buy
22,533
+849
+4% +$16.4K 0.21% 83
2025
Q4 		$439K Sell
21,684
-278
-1% -$5.61K 0.24% 78
2025
Q3 		$448K Buy
21,962
+1,395
+7% +$31K 0.26% 74
2025
Q2 		$452K Buy
20,567
+758
+4% +$16.1K 0.3% 67
2025
Q1 		$439K Buy
19,809
+492
+3% +$11.2K 0.32% 63
2024
Q4 		$423K Buy
+19,317
New +$417K 0.32% 65

Other funds holding ARCC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
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
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

BankPlus Wealth Management's ARCC Position: Q2 2026 in Review

BankPlus Wealth Management increased its Ares Capital (ARCC) stake by 3.6% in Q2 2026, buying an estimated $15K and bringing the position to 23,335 shares worth $432K. The position accounts for 0.19% of the portfolio, ranked #79.

BankPlus Wealth Management first reported a position in ARCC in Q4 2024 and has held it in 7 quarters since. The position peaked at $452K in Q2 2025. 353 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • BankPlus Wealth Management held 23,335 shares of Ares Capital worth $432K as of Q2 2026.
  • BankPlus Wealth Management bought 802 Ares Capital shares in Q2 2026, an estimated $15K.
  • Ares Capital made up 0.19% of BankPlus Wealth Management's portfolio in Q2 2026, its #79 holding.
  • BankPlus Wealth Management first reported a position in Ares Capital in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Wealth Management's Ares Capital position peaked at $452K in Q2 2025.
  • 353 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.