EIP
ARCC icon

Essential Investment Partners’s Ares Capital ARCC Stock Holding History

Essential Investment Partners’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 		$1.42M Buy
76,496
+4,700
+7% +$87.7K 1.14% 28
2026
Q1 		$1.29M Buy
71,796
+15,650
+28% +$303K 1.2% 26
2025
Q4 		$1.14M Buy
+56,146
New +$1.13M 1.07% 30

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
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
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
RBC
Romano Brothers & Co Evanston, Illinois $994M AUM 41.36% 1-Year Est. Return

Essential Investment Partners's ARCC Position: Q2 2026 in Review

Essential Investment Partners increased its Ares Capital (ARCC) stake by 6.5% in Q2 2026, buying an estimated $87.7K and bringing the position to 76,496 shares worth $1.42M. The position accounts for 1.14% of the portfolio, ranked #28.

Essential Investment Partners first reported a position in ARCC in Q4 2025 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Essential Investment Partners held 76,496 shares of Ares Capital worth $1.42M as of Q2 2026.
  • Essential Investment Partners bought 4,700 Ares Capital shares in Q2 2026, an estimated $87.7K.
  • Ares Capital made up 1.14% of Essential Investment Partners's portfolio in Q2 2026, its #28 holding.
  • Essential Investment Partners first reported a position in Ares Capital in Q4 2025 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.