First Affirmative Financial Network’s Ares Capital ARCC Stock Holding History

First Affirmative Financial Network’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	$866K	Buy	+45,362	New	+$879K	0.19%	105
2026 Q1	$769K	Buy	+42,679	New	+$826K	0.3%	71
2025 Q3	$632K	Buy	30,987 +7,020	+29%	+$156K	0.3%	77
2025 Q2	$526K	Buy	23,967 +2,886	+14%	+$61.4K	0.27%	100
2025 Q1	$467K	Buy	21,081 +466	+2%	+$10.6K	0.29%	97
2024 Q4	$451K	Buy	20,615 +6,544	+47%	+$141K	0.26%	100
2024 Q3	$295K	Buy	+14,071	New	+$292K	0.16%	175

Other funds holding ARCC

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

First Affirmative Financial Network's ARCC Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Ares Capital (ARCC) in Q3 2026: 45,362 shares worth $866K. The stake represents 0.19% of the portfolio and ranks #105 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in ARCC as recently as Q1 2026.

First Affirmative Financial Network first reported a position in ARCC in Q3 2024 and has held it in 7 quarters since. 255 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

First Affirmative Financial Network held 45,362 shares of Ares Capital worth $866K as of Q3 2026.
Ares Capital was a new First Affirmative Financial Network position in Q3 2026.
Ares Capital made up 0.19% of First Affirmative Financial Network's portfolio in Q3 2026, its #105 holding.
First Affirmative Financial Network first reported a position in Ares Capital in Q3 2024 and has held it in 7 quarters since.
255 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.