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Independent Financial Group’s Ares Capital ARCC Stock Holding History

Independent Financial Group’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 		$8.53M Buy
460,273
+186,965
+68% +$3.49M 0.16% 124
2026
Q1 		$4.93M Sell
273,308
-17,920
-6% -$347K 0.11% 177
2025
Q4 		$5.89M Buy
291,228
+3,083
+1% +$62.2K 0.13% 145
2025
Q3 		$5.88M Buy
288,145
+9,086
+3% +$202K 0.14% 139
2025
Q2 		$6.13M Buy
279,059
+4,586
+2% +$97.5K 0.17% 110
2025
Q1 		$6.08M Sell
274,473
-7,419
-3% -$168K 0.21% 91
2024
Q4 		$6.17M Buy
281,892
+13,371
+5% +$288K 0.21% 94
2024
Q3 		$5.62M Buy
268,521
+4,130
+2% +$85.8K 0.21% 91
2024
Q2 		$5.51M Buy
264,391
+13,265
+5% +$277K 0.22% 87
2024
Q1 		$5.23M Sell
251,126
-2,645
-1% -$53.6K 0.24% 87
2023
Q4 		$5.08M Sell
253,771
-44,763
-15% -$873K 0.27% 80
2023
Q3 		$5.81M Sell
298,534
-1,970
-0.7% -$38.2K 0.38% 44
2023
Q2 		$5.65M Sell
300,504
-13,977
-4% -$258K 0.39% 44
2023
Q1 		$5.75M Buy
314,481
+15,989
+5% +$302K 0.46% 37
2022
Q4 		$5.51M Buy
298,492
+53,257
+22% +$1M 0.47% 33
2022
Q3 		$4.14M Buy
245,235
+86,891
+55% +$1.68M 0.38% 45
2022
Q2 		$2.84M Buy
158,344
+105,458
+199% +$2.08M 0.3% 68
2022
Q1 		$1.11M Sell
52,886
-228
-0.4% -$4.86K 0.09% 226
2021
Q4 		$1.13M Sell
53,114
-1,393
-3% -$28.9K 0.09% 221
2021
Q3 		$1.11M Buy
54,507
+2,888
+6% +$57.9K 0.11% 194
2021
Q2 		$1.01M Buy
51,619
+6,639
+15% +$129K 0.11% 214
2021
Q1 		$842K Buy
44,980
+17,040
+61% +$306K 0.11% 211
2020
Q4 		$472K Sell
27,940
-39,299
-58% -$609K 0.07% 321
2020
Q3 		$938K Buy
67,239
+5,281
+9% +$75.1K 0.18% 137
2020
Q2 		$895K Buy
61,958
+5,391
+10% +$72.7K 0.2% 131
2020
Q1 		$610K Buy
+56,567
New +$954K 0.18% 143

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independent Financial Group's ARCC Position: Q2 2026 in Review

Independent Financial Group increased its Ares Capital (ARCC) stake by 68% in Q2 2026, buying an estimated $3.49M and bringing the position to 460,273 shares worth $8.53M. The position accounts for 0.16% of the portfolio, ranked #124.

Independent Financial Group first reported a position in ARCC in Q1 2020 and has held it in 26 quarters since. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Independent Financial Group held 460,273 shares of Ares Capital worth $8.53M as of Q2 2026.
  • Independent Financial Group bought 186,965 Ares Capital shares in Q2 2026, an estimated $3.49M.
  • Ares Capital made up 0.16% of Independent Financial Group's portfolio in Q2 2026, its #124 holding.
  • Independent Financial Group first reported a position in Ares Capital in Q1 2020 and has held it in 26 quarters since.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.