Challenger Wealth Management’s Ares Capital ARCC Stock Holding History

Challenger 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	$3.41M	Sell	178,311 -18,124	-9%	-$351K	2.49%	12
2026 Q2	$3.64M	Sell	196,435 -28,745	-13%	-$537K	2.68%	10
2026 Q1	$4.06M	Sell	225,180 -20,611	-8%	-$399K	3.24%	8
2025 Q4	$4.97M	Buy	245,791 +3,437	+1%	+$69.3K	3.79%	6
2025 Q3	$4.95M	Sell	242,354 -7,324	-3%	-$163K	3.87%	5
2025 Q2	$5.48M	Buy	249,678 +11,739	+5%	+$250K	3.8%	4
2025 Q1	$5.27M	Buy	237,939 +20,941	+10%	+$475K	4.18%	4
2024 Q4	$4.75M	Buy	+216,998	New	+$4.68M	4.09%	6

Other funds holding ARCC

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

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

Challenger Wealth Management reduced its Ares Capital (ARCC) stake by 9.2% in Q3 2026, selling an estimated $351K and leaving 178,311 shares worth $3.41M. The position accounts for 2.49% of the portfolio, ranked #12.

Challenger Wealth Management first reported a position in ARCC in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.48M in Q2 2025. 335 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

Challenger Wealth Management held 178,311 shares of Ares Capital worth $3.41M as of Q3 2026.
Challenger Wealth Management sold 18,124 Ares Capital shares in Q3 2026, an estimated $351K.
Ares Capital made up 2.49% of Challenger Wealth Management's portfolio in Q3 2026, its #12 holding.
Challenger Wealth Management first reported a position in Ares Capital in Q4 2024 and has held it in 8 quarters since.
Challenger Wealth Management's Ares Capital position peaked at $5.48M in Q2 2025.
335 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Challenger Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.