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Family Wealth Partners’s Ares Capital ARCC Stock Holding History

Family Wealth 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 		$663K Buy
35,807
+2,768
+8% +$51.7K 0.2% 55
2026
Q1 		$595K Buy
33,039
+7,796
+31% +$151K 0.2% 54
2025
Q4 		$511K Buy
25,243
+703
+3% +$14.2K 0.18% 53
2025
Q3 		$501K Buy
24,540
+8,245
+51% +$183K 0.19% 51
2025
Q2 		$358K Buy
+16,295
New +$347K 0.14% 49

Other funds holding ARCC

SO
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
MC
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
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
SI
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

Family Wealth Partners's ARCC Position: Q2 2026 in Review

Family Wealth Partners increased its Ares Capital (ARCC) stake by 8.4% in Q2 2026, buying an estimated $51.7K and bringing the position to 35,807 shares worth $663K. The position accounts for 0.2% of the portfolio, ranked #55.

Family Wealth Partners first reported a position in ARCC in Q2 2025 and has held it in 5 quarters since. 353 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Family Wealth Partners held 35,807 shares of Ares Capital worth $663K as of Q2 2026.
  • Family Wealth Partners bought 2,768 Ares Capital shares in Q2 2026, an estimated $51.7K.
  • Ares Capital made up 0.2% of Family Wealth Partners's portfolio in Q2 2026, its #55 holding.
  • Family Wealth Partners first reported a position in Ares Capital in Q2 2025 and has held it in 5 quarters since.
  • 353 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.