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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
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 $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
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
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Investment Partners Asset Management's ARCC Position: Q2 2026 in Review

Investment Partners Asset Management increased its Ares Capital (ARCC) stake by 6.1% in Q2 2026, buying an estimated $57.6K and bringing the position to 53,734 shares worth $996K. The position accounts for 0.55% of the portfolio, ranked #50.

Investment Partners Asset Management first reported a position in ARCC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.31M in Q4 2025. 228 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Investment Partners Asset Management held 53,734 shares of Ares Capital worth $996K as of Q2 2026.
  • Investment Partners Asset Management bought 3,087 Ares Capital shares in Q2 2026, an estimated $57.6K.
  • Ares Capital made up 0.55% of Investment Partners Asset Management's portfolio in Q2 2026, its #50 holding.
  • Investment Partners Asset Management first reported a position in Ares Capital in Q4 2025 and has held it in 3 quarters since.
  • Investment Partners Asset Management's Ares Capital position peaked at $1.31M in Q4 2025.
  • 228 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.