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Concurrent Investment Advisors’s Ares Capital ARCC Stock Holding History

Concurrent Investment Advisors’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 		$2.88M Buy
155,429
+88,558
+132% +$1.65M 0.02% 604
2026
Q1 		$1.21M Sell
66,871
-7,282
-10% -$141K 0.01% 814
2025
Q4 		$1.5M Buy
74,153
+4,700
+7% +$94.8K 0.02% 677
2025
Q3 		$1.42M Sell
69,453
-13,488
-16% -$300K 0.02% 555
2025
Q2 		$1.82M Buy
82,941
+2,785
+3% +$59.2K 0.04% 457
2025
Q1 		$1.78M Buy
80,156
+2,578
+3% +$58.5K 0.04% 392
2024
Q4 		$1.7M Sell
77,578
-5,392
-6% -$116K 0.05% 365
2024
Q3 		$1.74M Buy
82,970
+7,330
+10% +$152K 0.05% 349
2024
Q2 		$1.58M Buy
75,640
+13,360
+21% +$279K 0.05% 334
2024
Q1 		$1.3M Buy
62,280
+193
+0.3% +$3.91K 0.05% 327
2023
Q4 		$1.24M Buy
+62,087
New +$1.21M 0.06% 297

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
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Concurrent Investment Advisors's ARCC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Ares Capital (ARCC) stake by 132% in Q2 2026, buying an estimated $1.65M and bringing the position to 155,429 shares worth $2.88M. The position accounts for 0.02% of the portfolio, ranked #604.

Concurrent Investment Advisors first reported a position in ARCC in Q4 2023 and has held it in 11 quarters since. 316 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Concurrent Investment Advisors held 155,429 shares of Ares Capital worth $2.88M as of Q2 2026.
  • Concurrent Investment Advisors bought 88,558 Ares Capital shares in Q2 2026, an estimated $1.65M.
  • Ares Capital made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #604 holding.
  • Concurrent Investment Advisors first reported a position in Ares Capital in Q4 2023 and has held it in 11 quarters since.
  • 316 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.