Beaumont Financial Advisors’s Ares Capital ARCC Stock Holding History

Beaumont Financial Advisors’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	$213K	Sell	11,489 -1,051	-8%	-$19.6K	0.01%	356
2026 Q1	$226K	Buy	12,540 +223	+2%	+$4.32K	0.02%	341
2025 Q4	$249K	Buy	12,317 +1,191	+11%	+$24K	0.02%	324
2025 Q3	$227K	Buy	11,126 +162	+1%	+$3.6K	0.02%	371
2025 Q2	$241K	Buy	10,964 +148	+1%	+$3.15K	0.02%	337
2025 Q1	$240K	Buy	10,816 +143	+1%	+$3.25K	0.02%	325
2024 Q4	$234K	Buy	10,673 +141	+1%	+$3.04K	0.02%	333
2024 Q3	$221K	Buy	10,532 +145	+1%	+$3.01K	0.02%	328
2024 Q2	$216K	Buy	+10,387	New	+$217K	0.02%	335

Other funds holding ARCC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beaumont Financial Advisors's ARCC Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Ares Capital (ARCC) stake by 8.4% in Q2 2026, selling an estimated $19.6K and leaving 11,489 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #356.

Beaumont Financial Advisors first reported a position in ARCC in Q2 2024 and has held it in 9 quarters since. The position peaked at $249K in Q4 2025. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Beaumont Financial Advisors held 11,489 shares of Ares Capital worth $213K as of Q2 2026.
Beaumont Financial Advisors sold 1,051 Ares Capital shares in Q2 2026, an estimated $19.6K.
Ares Capital made up 0.01% of Beaumont Financial Advisors's portfolio in Q2 2026, its #356 holding.
Beaumont Financial Advisors first reported a position in Ares Capital in Q2 2024 and has held it in 9 quarters since.
Beaumont Financial Advisors's Ares Capital position peaked at $249K in Q4 2025.
784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.