CI
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CX Institutional’s Ares Capital ARCC Stock Holding History

CX Institutional’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 		$50K Sell
2,685
-865
-24% -$16.1K ﹤0.01% 982
2026
Q1 		$64K Sell
3,550
-2,087
-37% -$40.4K ﹤0.01% 930
2025
Q4 		$114K Sell
5,637
-12,989
-70% -$262K ﹤0.01% 828
2025
Q3 		$380K Buy
18,626
+18,519
+17,307% +$412K 0.01% 504
2025
Q2 		$2K Hold
107
– – ﹤0.01% 1135
2025
Q1 		$2K Buy
+107
New +$2.43K ﹤0.01% 1126
2020
Q4 		– Sell
-2,594
Closed -$36K – 856
2020
Q3 		$36K Buy
+2,594
New +$36.9K ﹤0.01% 443
2019
Q2 		– Sell
-6,382
Closed -$109K – 943
2019
Q1 		$109K Buy
+6,382
New +$107K 0.02% 266

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
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
BB
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
RBC
Romano Brothers & Co Evanston, Illinois $994M AUM 41.36% 1-Year Est. Return

CX Institutional's ARCC Position: Q2 2026 in Review

CX Institutional reduced its Ares Capital (ARCC) stake by 24% in Q2 2026, selling an estimated $16.1K and leaving 2,685 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

CX Institutional first reported a position in ARCC in Q1 2019 and has held it in 8 quarters since. The position peaked at $380K in Q3 2025. 186 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • CX Institutional held 2,685 shares of Ares Capital worth $50K as of Q2 2026.
  • CX Institutional sold 865 Ares Capital shares in Q2 2026, an estimated $16.1K.
  • Ares Capital made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #982 holding.
  • CX Institutional first reported a position in Ares Capital in Q1 2019 and has held it in 8 quarters since.
  • CX Institutional's Ares Capital position peaked at $380K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.