C2C Wealth Management
ARCC icon

C2C Wealth Management’s Ares Capital ARCC Stock Holding History

C2C 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
Q3 		$1.14M Buy
59,850
+4,000
+7% +$77.5K 0.89% 29
2026
Q2 		$1.03M Hold
55,850
– – 0.81% 30
2026
Q1 		$1.01M Buy
55,850
+6,000
+12% +$116K 0.85% 31
2025
Q4 		$1.01M Hold
49,850
– – 0.85% 29
2025
Q3 		$1.02M Sell
49,850
-750
-1% -$16.7K 0.87% 29
2025
Q2 		$1.11M Hold
50,600
– – 1.01% 25
2025
Q1 		$1.12M Hold
50,600
– – 1.05% 23
2024
Q4 		$1.11M Hold
50,600
– – 1.03% 24
2024
Q3 		$1.07M Hold
50,600
– – 1% 24
2024
Q2 		$1.05M Hold
50,600
– – 1.03% 22
2024
Q1 		$1.05M Buy
50,600
+1,000
+2% +$20.3K 1.05% 23
2023
Q4 		$996K Hold
49,600
– – 0.84% 32
2023
Q3 		$948K Buy
49,600
+5,000
+11% +$96.9K 0.13% 83
2023
Q2 		$863K Hold
44,600
– – 0.11% 92
2023
Q1 		$819K Sell
44,600
-1,500
-3% -$28.4K 0.13% 98
2022
Q4 		$871K Sell
46,100
-2,000
-4% -$37.6K 0.15% 67
2022
Q3 		$882K Hold
48,100
– – 0.17% 66
2022
Q2 		$940K Buy
48,100
+2,500
+5% +$49.3K 0.17% 67
2022
Q1 		$1.02M Hold
45,600
– – 0.17% 70
2021
Q4 		$966K Buy
+45,600
New +$947K 0.14% 83

Other funds holding ARCC

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

C2C Wealth Management's ARCC Position: Q3 2026 in Review

C2C Wealth Management increased its Ares Capital (ARCC) stake by 7.2% in Q3 2026, buying an estimated $77.5K and bringing the position to 59,850 shares worth $1.14M. The position accounts for 0.89% of the portfolio, ranked #29.

C2C Wealth Management first reported a position in ARCC in Q4 2021 and has held it in 20 quarters since. 205 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

  • C2C Wealth Management held 59,850 shares of Ares Capital worth $1.14M as of Q3 2026.
  • C2C Wealth Management bought 4,000 Ares Capital shares in Q3 2026, an estimated $77.5K.
  • Ares Capital made up 0.89% of C2C Wealth Management's portfolio in Q3 2026, its #29 holding.
  • C2C Wealth Management first reported a position in Ares Capital in Q4 2021 and has held it in 20 quarters since.
  • 205 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on C2C Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.