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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
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

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 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

Cypress Wealth Services's ARCC Position: Q2 2026 in Review

Cypress Wealth Services increased its Ares Capital (ARCC) stake by 124% in Q2 2026, buying an estimated $338K and bringing the position to 32,675 shares worth $605K. The position accounts for 0.07% of the portfolio, ranked #206.

Cypress Wealth Services first reported a position in ARCC in Q4 2024 and has held it in 7 quarters since. 208 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Cypress Wealth Services held 32,675 shares of Ares Capital worth $605K as of Q2 2026.
  • Cypress Wealth Services bought 18,096 Ares Capital shares in Q2 2026, an estimated $338K.
  • Ares Capital made up 0.07% of Cypress Wealth Services's portfolio in Q2 2026, its #206 holding.
  • Cypress Wealth Services first reported a position in Ares Capital in Q4 2024 and has held it in 7 quarters since.
  • 208 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.