Empirical Wealth Management’s Ares Capital ARCC Stock Holding History

Empirical Wealth 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 Q2	$255K	Sell	13,773 -5,146	-27%	-$96.1K	﹤0.01%	924
2026 Q1	$341K	Buy	18,919 +7,438	+65%	+$144K	0.01%	746
2025 Q4	$232K	Buy	+11,481	New	+$232K	﹤0.01%	803
2023 Q3	–	Sell	-12,451	Closed	-$234K	–	468
2023 Q2	$234K	Buy	+12,451	New	+$230K	0.01%	415

Other funds holding ARCC

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

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

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Empirical Wealth Management's ARCC Position: Q2 2026 in Review

Empirical Wealth Management reduced its Ares Capital (ARCC) stake by 27% in Q2 2026, selling an estimated $96.1K and leaving 13,773 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Empirical Wealth Management first reported a position in ARCC in Q2 2023 and has held it in 4 quarters since. The position peaked at $341K in Q1 2026. 336 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Empirical Wealth Management held 13,773 shares of Ares Capital worth $255K as of Q2 2026.
Empirical Wealth Management sold 5,146 Ares Capital shares in Q2 2026, an estimated $96.1K.
Ares Capital made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #924 holding.
Empirical Wealth Management first reported a position in Ares Capital in Q2 2023 and has held it in 4 quarters since.
Empirical Wealth Management's Ares Capital position peaked at $341K in Q1 2026.
336 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.