Border to Coast Pensions Partnership’s Ares Capital ARCC Stock Holding History

Border to Coast Pensions Partnership’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	$32.4M	Sell	1,700,000 -300,000	-15%	-$5.81M	0.45%	55
2026 Q2	$37M	Sell	2,000,000 -200,000	-9%	-$3.73M	0.55%	55
2026 Q1	$39.8M	Buy	2,200,000 +225,000	+11%	+$4.36M	0.67%	50
2025 Q4	$40M	Sell	1,975,000 -25,000	-1%	-$504K	0.7%	49
2025 Q3	$40.8M	Buy	2,000,000 +100,000	+5%	+$2.22M	0.71%	45
2025 Q2	$41.7M	Buy	1,900,000 +50,000	+3%	+$1.06M	0.77%	47
2025 Q1	$41M	Hold	1,850,000	–	–	0.84%	45
2024 Q4	$40.5M	Hold	1,850,000	–	–	0.79%	47
2024 Q3	$38.6M	Sell	1,850,000 -150,000	-8%	-$3.12M	0.79%	48
2024 Q2	$41.7M	Sell	2,000,000 -45,648	-2%	-$954K	0.98%	35
2024 Q1	$42.6M	Hold	2,045,648	–	–	0.95%	40
2023 Q4	$41M	Sell	2,045,648 -100,000	-5%	-$1.95M	1%	34
2023 Q3	$42.1M	Sell	2,145,648 -150,000	-7%	-$2.91M	1.12%	29
2023 Q2	$43.1M	Sell	2,295,648 -250,000	-10%	-$4.62M	1.08%	28
2023 Q1	$46.5M	Hold	2,545,648	–	–	1.25%	22
2022 Q4	$47M	Hold	2,545,648	–	–	1.51%	15
2022 Q3	$43M	Hold	2,545,648	–	–	1.39%	15
2022 Q2	$45.8M	Buy	2,545,648 +250,000	+11%	+$4.93M	1.42%	16
2022 Q1	$48M	Buy	+2,295,648	New	+$48.9M	1.37%	18

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

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 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

ticino wealth Mission Viejo, California $324M AUM 26.97% 1-Year Est. Return

Border to Coast Pensions Partnership's ARCC Position: Q3 2026 in Review

Border to Coast Pensions Partnership reduced its Ares Capital (ARCC) stake by 15% in Q3 2026, selling an estimated $5.81M and leaving 1,700,000 shares worth $32.4M. The position accounts for 0.45% of the portfolio, ranked #55.

Border to Coast Pensions Partnership first reported a position in ARCC in Q1 2022 and has held it in 19 quarters since. The position peaked at $48M in Q1 2022. 82 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

Border to Coast Pensions Partnership held 1,700,000 shares of Ares Capital worth $32.4M as of Q3 2026.
Border to Coast Pensions Partnership sold 300,000 Ares Capital shares in Q3 2026, an estimated $5.81M.
Ares Capital made up 0.45% of Border to Coast Pensions Partnership's portfolio in Q3 2026, its #55 holding.
Border to Coast Pensions Partnership first reported a position in Ares Capital in Q1 2022 and has held it in 19 quarters since.
Border to Coast Pensions Partnership's Ares Capital position peaked at $48M in Q1 2022.
82 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Border to Coast Pensions Partnership's 13F filing for Q3 2026, filed 9 Oct 2026.