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Dupree Financial Group’s Ares Capital ARCC Stock Holding History

Dupree Financial Group’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 		$7.4M Buy
+387,184
New +$7.5M 2.67% 11

Other funds holding ARCC

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 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

Dupree Financial Group's ARCC Position: Q3 2026 in Review

Dupree Financial Group opened a new position in Ares Capital (ARCC) in Q3 2026: 387,184 shares worth $7.4M. The stake represents 2.67% of the portfolio and ranks #11 among its holdings.

38 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

  • Dupree Financial Group held 387,184 shares of Ares Capital worth $7.4M as of Q3 2026.
  • Ares Capital was a new Dupree Financial Group position in Q3 2026.
  • Ares Capital made up 2.67% of Dupree Financial Group's portfolio in Q3 2026, its #11 holding.
  • 38 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Dupree Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.