IFS Advisors’s Ares Capital ARCC Stock Holding History

IFS Advisors’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	$573	Hold	30	–	–	﹤0.01%	444
2026 Q2	$555	Hold	30	–	–	﹤0.01%	207
2026 Q1	$540	Hold	30	–	–	﹤0.01%	203
2025 Q4	$606	Hold	30	–	–	﹤0.01%	180
2025 Q3	$612	Hold	30	–	–	﹤0.01%	165
2025 Q2	$658	Hold	30	–	–	﹤0.01%	154
2025 Q1	$664	Hold	30	–	–	﹤0.01%	182
2024 Q4	$656	Hold	30	–	–	﹤0.01%	169
2024 Q3	$628	Hold	30	–	–	﹤0.01%	142
2024 Q2	$625	Hold	30	–	–	﹤0.01%	139
2024 Q1	$624	Hold	30	–	–	﹤0.01%	139
2023 Q4	$600	Hold	30	–	–	﹤0.01%	136
2023 Q3	$584	Hold	30	–	–	﹤0.01%	134
2023 Q2	$563	Hold	30	–	–	﹤0.01%	134
2023 Q1	$548	Hold	30	–	–	﹤0.01%	111
2022 Q4	$554	Hold	30	–	–	﹤0.01%	118
2022 Q3	$0	Hold	30	–	–	﹤0.01%	104
2022 Q2	$0	Hold	30	–	–	﹤0.01%	102
2022 Q1	$0	Hold	30	–	–	﹤0.01%	111
2021 Q4	$0	Buy	+30	New	+$623	﹤0.01%	121
2021 Q1	–	Sell	-30	Closed	–	–	30
2020 Q4	$0	Buy	+30	New	+$465	﹤0.01%	164

Other funds holding ARCC

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

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 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

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

IFS Advisors's ARCC Position: Q3 2026 in Review

IFS Advisors held its Ares Capital (ARCC) position steady in Q3 2026 at 30 shares worth $573. The position accounts for ﹤0.01% of the portfolio, ranked #444.

IFS Advisors first reported a position in ARCC in Q4 2020 and has held it in 21 quarters since. The position peaked at $664 in Q1 2025. 183 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

IFS Advisors held 30 shares of Ares Capital worth $573 as of Q3 2026.
IFS Advisors left its Ares Capital share count unchanged in Q3 2026.
Ares Capital made up ﹤0.01% of IFS Advisors's portfolio in Q3 2026, its #444 holding.
IFS Advisors first reported a position in Ares Capital in Q4 2020 and has held it in 21 quarters since.
IFS Advisors's Ares Capital position peaked at $664 in Q1 2025.
183 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.