Brown Miller Wealth Management’s Ares Capital ARCC Stock Holding History

Brown Miller 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	$1.9M	Buy	102,473 +22,137	+28%	+$413K	0.48%	48
2026 Q1	$1.45M	Buy	80,336 +2,138	+3%	+$41.4K	0.41%	54
2025 Q4	$1.58M	Sell	78,198 -5,232	-6%	-$106K	0.44%	53
2025 Q3	$1.7M	Buy	83,430 +2,407	+3%	+$53.5K	0.48%	50
2025 Q2	$1.78M	Buy	81,023 +1,656	+2%	+$35.2K	0.55%	44
2025 Q1	$1.76M	Buy	79,367 +15,043	+23%	+$341K	0.61%	48
2024 Q4	$1.41M	Buy	64,324 +824	+1%	+$17.8K	0.54%	49
2024 Q3	$1.33M	Buy	63,500 +364	+0.6%	+$7.56K	0.52%	52
2024 Q2	$1.32M	Buy	63,136 +50	+0.1%	+$1.04K	0.55%	49
2024 Q1	$1.31M	Buy	63,086 +2,075	+3%	+$42K	0.58%	50
2023 Q4	$1.22M	Buy	61,011 +5,762	+10%	+$112K	0.61%	45
2023 Q3	$1.08M	Buy	55,249 +280	+0.5%	+$5.43K	0.6%	49
2023 Q2	$1.03M	Buy	54,969 +636	+1%	+$11.7K	0.56%	49
2023 Q1	$993K	Buy	54,333 +840	+2%	+$15.9K	0.59%	50
2022 Q4	$988K	Buy	53,493 +43	+0.1%	+$808	0.62%	50
2022 Q3	$902K	Buy	53,450 +38	+0.1%	+$735	0.64%	47
2022 Q2	$957K	Sell	53,412 -567	-1%	-$11.2K	0.65%	46
2022 Q1	$1.13M	Sell	53,979 -88	-0.2%	-$1.88K	0.65%	43
2021 Q4	$1.15M	Sell	54,067 -4,573	-8%	-$95K	0.66%	45
2021 Q3	$1.19M	Sell	58,640 -604	-1%	-$12.1K	0.75%	36
2021 Q2	$1.16M	Sell	59,244 -43	-0.1%	-$833	0.74%	41
2021 Q1	$1.11M	Buy	59,287 +38	+0.1%	+$683	0.78%	37
2020 Q4	$1M	Buy	+59,249	New	+$918K	0.75%	41

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

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

Brown Miller Wealth Management's ARCC Position: Q2 2026 in Review

Brown Miller Wealth Management increased its Ares Capital (ARCC) stake by 28% in Q2 2026, buying an estimated $413K and bringing the position to 102,473 shares worth $1.9M. The position accounts for 0.48% of the portfolio, ranked #48.

Brown Miller Wealth Management first reported a position in ARCC in Q4 2020 and has held it in 23 quarters since. 228 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Brown Miller Wealth Management held 102,473 shares of Ares Capital worth $1.9M as of Q2 2026.
Brown Miller Wealth Management bought 22,137 Ares Capital shares in Q2 2026, an estimated $413K.
Ares Capital made up 0.48% of Brown Miller Wealth Management's portfolio in Q2 2026, its #48 holding.
Brown Miller Wealth Management first reported a position in Ares Capital in Q4 2020 and has held it in 23 quarters since.
228 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.