Columbus Macro’s Ares Capital ARCC Stock Holding History

Columbus Macro’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	$11M	Buy	576,520 +33,142	+6%	+$642K	1.07%	23
2026 Q2	$10.1M	Sell	543,378 -36,289	-6%	-$677K	0.98%	34
2026 Q1	$10.4M	Buy	579,667 +24,863	+4%	+$481K	1.12%	24
2025 Q4	$11.2M	Buy	554,804 +49,758	+10%	+$1M	1.23%	18
2025 Q3	$10.3M	Buy	505,046 +57,140	+13%	+$1.27M	1.17%	19
2025 Q2	$9.8M	Buy	447,906 +45,982	+11%	+$978K	1.2%	18
2025 Q1	$8.91M	Sell	401,924 -3,291	-0.8%	-$74.7K	1.17%	17
2024 Q4	$8.87M	Buy	+405,215	New	+$8.74M	1.23%	13

Other funds holding ARCC

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

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

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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 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

SAM

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Columbus Macro's ARCC Position: Q3 2026 in Review

Columbus Macro increased its Ares Capital (ARCC) stake by 6.1% in Q3 2026, buying an estimated $642K and bringing the position to 576,520 shares worth $11M. The position accounts for 1.07% of the portfolio, ranked #23.

Columbus Macro first reported a position in ARCC in Q4 2024 and has held it in 8 quarters since. The position peaked at $11.2M in Q4 2025. 128 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

Columbus Macro held 576,520 shares of Ares Capital worth $11M as of Q3 2026.
Columbus Macro bought 33,142 Ares Capital shares in Q3 2026, an estimated $642K.
Ares Capital made up 1.07% of Columbus Macro's portfolio in Q3 2026, its #23 holding.
Columbus Macro first reported a position in Ares Capital in Q4 2024 and has held it in 8 quarters since.
Columbus Macro's Ares Capital position peaked at $11.2M in Q4 2025.
128 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Columbus Macro's 13F filing for Q3 2026, filed 14 Oct 2026.