Cypress Wealth Services’s Ares Capital ARCC Stock Holding History

Cypress Wealth Services’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	$623K	Buy	33,430 +755	+2%	+$14.6K	0.07%	207
2026 Q2	$605K	Buy	32,675 +18,096	+124%	+$338K	0.07%	206
2026 Q1	$263K	Sell	14,579 -236	-2%	-$4.57K	0.04%	328
2025 Q4	$300K	Sell	14,815 -2,694	-15%	-$54.3K	0.04%	304
2025 Q3	$357K	Sell	17,509 -898	-5%	-$20K	0.06%	219
2025 Q2	$404K	Sell	18,407 -235	-1%	-$5K	0.07%	193
2025 Q1	$413K	Buy	18,642 +215	+1%	+$4.88K	0.08%	171
2024 Q4	$403K	Buy	+18,427	New	+$398K	0.08%	173

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

AIM

Allen Investment Management New York $8.84B AUM 20.9% 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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Cypress Wealth Services's ARCC Position: Q3 2026 in Review

Cypress Wealth Services increased its Ares Capital (ARCC) stake by 2.3% in Q3 2026, buying an estimated $14.6K and bringing the position to 33,430 shares worth $623K. The position accounts for 0.07% of the portfolio, ranked #207.

Cypress Wealth Services first reported a position in ARCC in Q4 2024 and has held it in 8 quarters since. 377 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

Cypress Wealth Services held 33,430 shares of Ares Capital worth $623K as of Q3 2026.
Cypress Wealth Services bought 755 Ares Capital shares in Q3 2026, an estimated $14.6K.
Ares Capital made up 0.07% of Cypress Wealth Services's portfolio in Q3 2026, its #207 holding.
Cypress Wealth Services first reported a position in Ares Capital in Q4 2024 and has held it in 8 quarters since.
377 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.