BFG
ARCC icon

Baron Financial Group’s Ares Capital ARCC Stock Holding History

Baron Financial 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 		$481K Hold
25,977
– – 0.23% 43
2026
Q1 		$468K Hold
25,977
– – 0.25% 41
2025
Q4 		$526K Hold
25,977
– – 0.28% 38
2025
Q3 		$530K Buy
25,977
+6,115
+31% +$136K 0.29% 36
2025
Q2 		$436K Buy
19,862
+281
+1% +$5.98K 0.26% 38
2025
Q1 		$434K Buy
19,581
+274
+1% +$6.22K 0.27% 38
2024
Q4 		$423K Buy
19,307
+269
+1% +$5.8K 0.26% 39
2024
Q3 		$399K Buy
19,038
+131
+0.7% +$2.72K 0.24% 39
2024
Q2 		$394K Buy
18,907
+541
+3% +$11.3K 0.25% 39
2024
Q1 		$382K Hold
18,366
– – 0.24% 39
2023
Q4 		$368K Buy
18,366
+543
+3% +$10.6K 0.23% 41
2023
Q3 		$347K Buy
17,823
+271
+2% +$5.25K 0.23% 39
2023
Q2 		$330K Buy
17,552
+187
+1% +$3.45K 0.2% 39
2023
Q1 		$317K Hold
17,365
– – 0.2% 40
2022
Q4 		$321K Buy
17,365
+814
+5% +$15.3K 0.21% 45
2022
Q3 		$279K Buy
16,551
+354
+2% +$6.84K 0.19% 45
2022
Q2 		$290K Buy
16,197
+298
+2% +$5.87K 0.19% 38
2022
Q1 		$333K Hold
15,899
– – 0.19% 38
2021
Q4 		$337K Buy
15,899
+288
+2% +$5.98K 0.19% 39
2021
Q3 		$317K Buy
15,611
+294
+2% +$5.89K 0.19% 38
2021
Q2 		$300K Buy
15,317
+300
+2% +$5.81K 0.19% 39
2021
Q1 		$281K Buy
15,017
+2,800
+23% +$50.3K 0.19% 40
2020
Q4 		$206K Buy
12,217
+571
+5% +$8.85K 0.16% 44
2020
Q3 		$162K Buy
+11,646
New +$166K 0.15% 46

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
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 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
RBC
Romano Brothers & Co Evanston, Illinois $994M AUM 41.36% 1-Year Est. Return

Baron Financial Group's ARCC Position: Q2 2026 in Review

Baron Financial Group held its Ares Capital (ARCC) position steady in Q2 2026 at 25,977 shares worth $481K. The position accounts for 0.23% of the portfolio, ranked #43.

Baron Financial Group first reported a position in ARCC in Q3 2020 and has held it in 24 quarters since. The position peaked at $530K in Q3 2025. 184 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Baron Financial Group held 25,977 shares of Ares Capital worth $481K as of Q2 2026.
  • Baron Financial Group left its Ares Capital share count unchanged in Q2 2026.
  • Ares Capital made up 0.23% of Baron Financial Group's portfolio in Q2 2026, its #43 holding.
  • Baron Financial Group first reported a position in Ares Capital in Q3 2020 and has held it in 24 quarters since.
  • Baron Financial Group's Ares Capital position peaked at $530K in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.