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Dickmeyer Boyce Financial Management’s Ares Capital ARCC Stock Holding History

Dickmeyer Boyce Financial Management’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 		$1.19M Sell
62,494
-6
-0% -$116 0.61% 42
2026
Q2 		$1.16M Sell
62,500
-895
-1% -$16.7K 0.6% 45
2026
Q1 		$1.14M Buy
+63,395
New +$1.23M 0.67% 40

Other funds holding ARCC

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Dickmeyer Boyce Financial Management's ARCC Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management reduced its Ares Capital (ARCC) stake by 0.01% in Q3 2026, selling an estimated $116 and leaving 62,494 shares worth $1.19M. The position accounts for 0.61% of the portfolio, ranked #42.

Dickmeyer Boyce Financial Management first reported a position in ARCC in Q1 2026 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 62,494 shares of Ares Capital worth $1.19M as of Q3 2026.
  • Dickmeyer Boyce Financial Management sold 6 Ares Capital shares in Q3 2026, an estimated $116.
  • Ares Capital made up 0.61% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #42 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Ares Capital in Q1 2026 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.