Future Financial Wealth Management’s Ares Capital ARCC Stock Holding History

Future Financial Wealth 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	$469K	Buy	24,545 +6,000	+32%	+$116K	0.29%	61
2026 Q2	$345K	Sell	18,545 -1,105	-6%	-$20.6K	0.22%	83
2026 Q1	$373K	Sell	19,650 -650	-3%	-$12.6K	0.24%	77
2025 Q4	$419K	Hold	20,300	–	–	0.28%	70
2025 Q3	$414K	Hold	20,300	–	–	0.26%	74
2025 Q2	$446K	Hold	20,300	–	–	0.3%	66
2025 Q1	$450K	Buy	20,300 +500	+3%	+$11.3K	0.33%	61
2024 Q4	$433K	Hold	19,800	–	–	0.32%	62
2024 Q3	$415K	Hold	19,800	–	–	0.3%	67
2024 Q2	$413K	Sell	19,800 -1,000	-5%	-$20.9K	0.36%	65
2024 Q1	$433K	Buy	20,800 +200	+1%	+$4.05K	0.33%	63
2023 Q4	$413K	Hold	20,600	–	–	0.41%	60
2023 Q3	$401K	Hold	20,600	–	–	0.44%	57
2023 Q2	$387K	Buy	20,600 +300	+1%	+$5.54K	0.41%	60
2023 Q1	$371K	Buy	20,300 +1,500	+8%	+$28.4K	0.41%	67
2022 Q4	$347K	Hold	18,800	–	–	0.4%	77
2022 Q3	$337K	Hold	18,800	–	–	0.39%	77
2022 Q2	$394K	Hold	18,800	–	–	0.38%	77
2022 Q1	$394K	Hold	18,800	–	–	0.33%	77
2021 Q4	$395K	Buy	18,800 +2,000	+12%	+$41.5K	0.32%	75
2021 Q3	$329K	Hold	16,800	–	–	0.34%	85
2021 Q2	$329K	Hold	16,800	–	–	0.34%	85
2021 Q1	$314K	Hold	16,800	–	–	0.36%	76
2020 Q4	$284K	Buy	+16,800	New	+$260K	0.33%	89

Other funds holding ARCC

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Future Financial Wealth Management's ARCC Position: Q3 2026 in Review

Future Financial Wealth Management increased its Ares Capital (ARCC) stake by 32% in Q3 2026, buying an estimated $116K and bringing the position to 24,545 shares worth $469K. The position accounts for 0.29% of the portfolio, ranked #61.

Future Financial Wealth Management first reported a position in ARCC in Q4 2020 and has held it in 24 quarters since. 599 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

Future Financial Wealth Management held 24,545 shares of Ares Capital worth $469K as of Q3 2026.
Future Financial Wealth Management bought 6,000 Ares Capital shares in Q3 2026, an estimated $116K.
Ares Capital made up 0.29% of Future Financial Wealth Management's portfolio in Q3 2026, its #61 holding.
Future Financial Wealth Management first reported a position in Ares Capital in Q4 2020 and has held it in 24 quarters since.
599 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Future Financial Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.