Investment Partners Asset Management’s Ares Capital ARCC Stock Holding History

Investment Partners Asset 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	$1.05M	Buy	54,773 +1,039	+2%	+$20.1K	0.56%	49
2026 Q2	$996K	Buy	53,734 +3,087	+6%	+$57.6K	0.55%	50
2026 Q1	$913K	Sell	50,647 -14,329	-22%	-$277K	0.56%	49
2025 Q4	$1.31M	Buy	+64,976	New	+$1.31M	0.82%	34

Other funds holding ARCC

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

DFG

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

TFA

Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Investment Partners Asset Management's ARCC Position: Q3 2026 in Review

Investment Partners Asset Management increased its Ares Capital (ARCC) stake by 1.9% in Q3 2026, buying an estimated $20.1K and bringing the position to 54,773 shares worth $1.05M. The position accounts for 0.56% of the portfolio, ranked #49.

Investment Partners Asset Management first reported a position in ARCC in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.31M in Q4 2025. 38 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

Investment Partners Asset Management held 54,773 shares of Ares Capital worth $1.05M as of Q3 2026.
Investment Partners Asset Management bought 1,039 Ares Capital shares in Q3 2026, an estimated $20.1K.
Ares Capital made up 0.56% of Investment Partners Asset Management's portfolio in Q3 2026, its #49 holding.
Investment Partners Asset Management first reported a position in Ares Capital in Q4 2025 and has held it in 4 quarters since.
Investment Partners Asset Management's Ares Capital position peaked at $1.31M in Q4 2025.
38 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.