Focus Financial Network’s Ares Capital ARCC Stock Holding History

Focus 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	$207K	Sell	10,855 -7,145	-40%	-$138K	0.01%	731
2026 Q2	$334K	Buy	+18,000	New	+$336K	0.01%	584
2025 Q3	–	Sell	-13,607	Closed	-$299K	–	739
2025 Q2	$299K	Sell	13,607 -155,170	-92%	-$3.3M	0.01%	571
2025 Q1	$3.74M	Sell	168,777 -5,211	-3%	-$118K	0.15%	114
2024 Q4	$3.81M	Buy	173,988 +29,509	+20%	+$637K	0.15%	119
2024 Q3	$3.03M	Sell	144,479 -11,752	-8%	-$244K	0.12%	133
2024 Q2	$3.29M	Sell	156,231 -25,923	-14%	-$542K	0.14%	118
2024 Q1	$3.72M	Sell	182,154 -7,037	-4%	-$143K	0.18%	103
2023 Q4	$3.79M	Sell	189,191 -26,960	-12%	-$526K	0.14%	134
2023 Q3	$4.21M	Buy	216,151 +1,285	+0.6%	+$24.9K	0.24%	83
2023 Q2	$4.04M	Sell	214,866 -14,900	-6%	-$275K	0.22%	92
2023 Q1	$4.2M	Sell	229,766 -195,367	-46%	-$3.69M	0.26%	83
2022 Q4	$7.85M	Buy	425,133 +18,740	+5%	+$352K	0.64%	35
2022 Q3	$6.87M	Sell	406,393 -4,007	-1%	-$77.5K	0.59%	36
2022 Q2	$7.36M	Buy	410,400 +7,791	+2%	+$154K	0.61%	33
2022 Q1	$8.43M	Buy	+402,609	New	+$8.58M	0.59%	34

Other funds holding ARCC

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

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

BWP

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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 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

Focus Financial Network's ARCC Position: Q3 2026 in Review

Focus Financial Network reduced its Ares Capital (ARCC) stake by 40% in Q3 2026, selling an estimated $138K and leaving 10,855 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #731.

Focus Financial Network first reported a position in ARCC in Q1 2022 and has held it in 16 quarters since. The position peaked at $8.43M in Q1 2022. 101 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

Focus Financial Network held 10,855 shares of Ares Capital worth $207K as of Q3 2026.
Focus Financial Network sold 7,145 Ares Capital shares in Q3 2026, an estimated $138K.
Ares Capital made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #731 holding.
Focus Financial Network first reported a position in Ares Capital in Q1 2022 and has held it in 16 quarters since.
Focus Financial Network's Ares Capital position peaked at $8.43M in Q1 2022.
101 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.