First National Bank of Mount Dora’s Ares Capital ARCC Stock Holding History

First National Bank of Mount Dora’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	$666K	Hold	35,964	–	–	0.13%	89
2026 Q1	$648K	Sell	35,964 -10,038	-22%	-$194K	0.14%	88
2025 Q4	$931K	Hold	46,002	–	–	0.2%	71
2025 Q3	$939K	Hold	46,002	–	–	0.21%	70
2025 Q2	$1.01M	Hold	46,002	–	–	0.23%	67
2025 Q1	$1.02M	Hold	46,002	–	–	0.25%	65
2024 Q4	$1.01M	Hold	46,002	–	–	0.24%	72
2024 Q3	$963K	Hold	46,002	–	–	0.22%	78
2024 Q2	$959K	Hold	46,002	–	–	0.23%	79
2024 Q1	$958K	Hold	46,002	–	–	0.23%	78
2023 Q4	$921K	Hold	46,002	–	–	0.25%	69
2023 Q3	$896K	Hold	46,002	–	–	0.26%	70
2023 Q2	$864K	Hold	46,002	–	–	0.25%	73
2023 Q1	$841K	Hold	46,002	–	–	0.25%	73
2022 Q4	$850K	Hold	46,002	–	–	0.28%	72
2022 Q3	$777K	Hold	46,002	–	–	0.28%	71
2022 Q2	$825K	Hold	46,002	–	–	0.28%	71
2022 Q1	$964K	Hold	46,002	–	–	0.29%	71
2021 Q4	$975K	Hold	46,002	–	–	0.29%	67
2021 Q3	$935K	Hold	46,002	–	–	0.31%	68
2021 Q2	$901K	Hold	46,002	–	–	0.3%	65
2021 Q1	$861K	Buy	46,002 +29,013	+171%	+$522K	0.3%	66
2020 Q4	$287K	Hold	16,989	–	–	0.1%	86
2020 Q3	$237K	Hold	16,989	–	–	0.1%	87
2020 Q2	$245K	Hold	16,989	–	–	0.11%	85
2020 Q1	$183K	Buy	+16,989	New	+$287K	0.1%	84

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

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

First National Bank of Mount Dora's ARCC Position: Q2 2026 in Review

First National Bank of Mount Dora held its Ares Capital (ARCC) position steady in Q2 2026 at 35,964 shares worth $666K. The position accounts for 0.13% of the portfolio, ranked #89.

First National Bank of Mount Dora first reported a position in ARCC in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.02M in Q1 2025. 391 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

First National Bank of Mount Dora held 35,964 shares of Ares Capital worth $666K as of Q2 2026.
First National Bank of Mount Dora left its Ares Capital share count unchanged in Q2 2026.
Ares Capital made up 0.13% of First National Bank of Mount Dora's portfolio in Q2 2026, its #89 holding.
First National Bank of Mount Dora first reported a position in Ares Capital in Q1 2020 and has held it in 26 quarters since.
First National Bank of Mount Dora's Ares Capital position peaked at $1.02M in Q1 2025.
391 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.