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Ferguson Wellman Capital Management’s Ares Capital ARCC Stock Holding History

Ferguson Wellman Capital 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 		– Sell
-14,884
Closed -$276K – 432
2026
Q2 		$276K Hold
14,884
– – ﹤0.01% 385
2026
Q1 		$268K Buy
+14,884
New +$288K ﹤0.01% 362

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
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 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

Ferguson Wellman Capital Management's ARCC Position: Q3 2026 in Review

Ferguson Wellman Capital Management sold out of Ares Capital (ARCC) in Q3 2026, closing a stake of 14,884 shares — an estimated $276K sold.

Ferguson Wellman Capital Management first reported a position in ARCC in Q1 2026 and held it in 2 quarters. The position peaked at $276K in Q2 2026. 38 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

  • Ferguson Wellman Capital Management reported no remaining Ares Capital position as of Q3 2026 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 14,884 Ares Capital shares in Q3 2026, an estimated $276K.
  • Ferguson Wellman Capital Management first reported a position in Ares Capital in Q1 2026 and held it in 2 quarters.
  • Ferguson Wellman Capital Management's Ares Capital position peaked at $276K in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.