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Forthright Family Wealth Advisory’s Ares Capital ARCC Stock Holding History

Forthright Family Wealth Advisory’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 		– Sell
-11,000
Closed -$229K – 58
2026
Q1 		$229K Buy
+11,000
New +$213K 0.15% 57
2025
Q1 		– Sell
-10,000
Closed -$219K – 56
2024
Q4 		$219K Sell
10,000
-1,000
-9% -$21.6K 0.14% 53
2024
Q3 		$244K Hold
11,000
– – 0.16% 52
2024
Q2 		$229K Hold
11,000
– – 0.15% 60
2024
Q1 		$229K Hold
11,000
– – 0.15% 57
2023
Q4 		$220K Buy
+11,000
New +$215K 0.17% 48

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

Forthright Family Wealth Advisory's ARCC Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of Ares Capital (ARCC) in Q2 2026, closing a stake of 11,000 shares — an estimated $229K sold.

Forthright Family Wealth Advisory first reported a position in ARCC in Q4 2023 and held it in 6 quarters. The position peaked at $244K in Q3 2024. 353 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Forthright Family Wealth Advisory reported no remaining Ares Capital position as of Q2 2026 after selling out during the quarter.
  • Forthright Family Wealth Advisory sold 11,000 Ares Capital shares in Q2 2026, an estimated $229K.
  • Forthright Family Wealth Advisory first reported a position in Ares Capital in Q4 2023 and held it in 6 quarters.
  • Forthright Family Wealth Advisory's Ares Capital position peaked at $244K in Q3 2024.
  • 353 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.