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 Q3	$342K	Buy	17,904 +15,219	+567%	+$295K	0.01%	582
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

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

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

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

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

CX Institutional's ARCC Position: Q3 2026 in Review

CX Institutional increased its Ares Capital (ARCC) stake by 567% in Q3 2026, buying an estimated $295K and bringing the position to 17,904 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #582.

CX Institutional first reported a position in ARCC in Q1 2019 and has held it in 9 quarters since. The position peaked at $380K in Q3 2025. 205 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

CX Institutional held 17,904 shares of Ares Capital worth $342K as of Q3 2026.
CX Institutional bought 15,219 Ares Capital shares in Q3 2026, an estimated $295K.
Ares Capital made up 0.01% of CX Institutional's portfolio in Q3 2026, its #582 holding.
CX Institutional first reported a position in Ares Capital in Q1 2019 and has held it in 9 quarters since.
CX Institutional's Ares Capital position peaked at $380K in Q3 2025.
205 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.