IF
ARCC icon

Intrua Financial’s Ares Capital ARCC Stock Holding History

Intrua Financial’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 		$684K Buy
36,932
+4,548
+14% +$84.9K 0.06% 221
2026
Q1 		$584K Buy
32,384
+5,092
+19% +$98.6K 0.06% 234
2025
Q4 		$552K Buy
27,292
+5,742
+27% +$116K 0.06% 241
2025
Q3 		$440K Buy
21,550
+2,215
+11% +$49.2K 0.05% 277
2025
Q2 		$425K Buy
19,335
+1,355
+8% +$28.8K 0.06% 237
2025
Q1 		$398K Buy
17,980
+2,377
+15% +$54K 0.06% 235
2024
Q4 		$342K Sell
15,603
-1,853
-11% -$40K 0.05% 259
2024
Q3 		$366K Sell
17,456
-150
-0.9% -$3.12K 0.05% 277
2024
Q2 		$367K Sell
17,606
-1,142
-6% -$23.9K 0.05% 277
2024
Q1 		$390K Buy
18,748
+353
+2% +$7.15K 0.06% 283
2023
Q4 		$368K Sell
18,395
-308
-2% -$6.01K 0.05% 277
2023
Q3 		$364K Buy
18,703
+1,489
+9% +$28.9K 0.06% 244
2023
Q2 		$323K Buy
17,214
+2,625
+18% +$48.5K 0.05% 266
2023
Q1 		$266K Buy
14,589
+926
+7% +$17.5K 0.06% 275
2022
Q4 		$257K Buy
+13,663
New +$257K 0.06% 277
2022
Q3 		– Sell
-22,709
Closed -$407K – 299
2022
Q2 		$407K Buy
22,709
+2,116
+10% +$41.7K 0.09% 243
2022
Q1 		$431K Buy
20,593
+1,283
+7% +$27.3K 0.08% 249
2021
Q4 		$409K Sell
19,310
-670
-3% -$13.9K 0.07% 249
2021
Q3 		$431K Buy
19,980
+407
+2% +$8.16K 0.08% 233
2021
Q2 		$391K Buy
19,573
+6,445
+49% +$125K 0.09% 190
2021
Q1 		$257K Buy
13,128
+1,345
+11% +$24.2K 0.07% 247
2020
Q4 		$199K Hold
11,783
– – 0.09% 201
2020
Q3 		$183K Buy
11,783
+536
+5% +$7.63K 0.09% 188
2020
Q2 		$166K Buy
+11,247
New +$152K 0.06% 231

Other funds holding ARCC

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Intrua Financial's ARCC Position: Q2 2026 in Review

Intrua Financial increased its Ares Capital (ARCC) stake by 14% in Q2 2026, buying an estimated $84.9K and bringing the position to 36,932 shares worth $684K. The position accounts for 0.06% of the portfolio, ranked #221.

Intrua Financial first reported a position in ARCC in Q2 2020 and has held it in 24 quarters since. 293 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Intrua Financial held 36,932 shares of Ares Capital worth $684K as of Q2 2026.
  • Intrua Financial bought 4,548 Ares Capital shares in Q2 2026, an estimated $84.9K.
  • Ares Capital made up 0.06% of Intrua Financial's portfolio in Q2 2026, its #221 holding.
  • Intrua Financial first reported a position in Ares Capital in Q2 2020 and has held it in 24 quarters since.
  • 293 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.