Investors Research Corp’s Ares Capital ARCC Stock Holding History

Investors Research Corp’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	$79.6K	Hold	4,296	–	–	0.01%	351
2026 Q1	$77.4K	Buy	4,296 +1,850	+76%	+$35.8K	0.01%	353
2025 Q4	$49.5K	Buy	2,446 +1,000	+69%	+$20.2K	0.01%	438
2025 Q3	$29.5K	Buy	1,446 +446	+45%	+$9.91K	0.01%	498
2025 Q2	$22K	Hold	1,000	–	–	﹤0.01%	572
2025 Q1	$22.2K	Hold	1,000	–	–	﹤0.01%	569
2024 Q4	$21.9K	Hold	1,000	–	–	﹤0.01%	579
2024 Q3	$20.9K	Hold	1,000	–	–	﹤0.01%	596
2024 Q2	$20.8K	Hold	1,000	–	–	﹤0.01%	621
2024 Q1	$20.8K	Hold	1,000	–	–	﹤0.01%	615
2023 Q4	$20K	Hold	1,000	–	–	﹤0.01%	633
2023 Q3	$19.5K	Hold	1,000	–	–	0.01%	643
2023 Q2	$18.8K	Hold	1,000	–	–	﹤0.01%	673
2023 Q1	$18.3K	Hold	1,000	–	–	﹤0.01%	688
2022 Q4	$18.5K	Hold	1,000	–	–	0.01%	681
2022 Q3	$17K	Hold	1,000	–	–	0.01%	673
2022 Q2	$18K	Hold	1,000	–	–	0.01%	673
2022 Q1	$21K	Buy	1,000 +565	+130%	+$12K	0.01%	646
2021 Q4	$9K	Hold	435	–	–	﹤0.01%	775
2021 Q3	$9K	Hold	435	–	–	﹤0.01%	793
2021 Q2	$9K	Hold	435	–	–	﹤0.01%	787
2021 Q1	$8K	Hold	435	–	–	﹤0.01%	811
2020 Q4	$7K	Hold	435	–	–	﹤0.01%	894
2020 Q3	$6K	Hold	435	–	–	﹤0.01%	892
2020 Q2	$6K	Hold	435	–	–	﹤0.01%	872
2020 Q1	$5K	Hold	435	–	–	﹤0.01%	879
2019 Q4	$8K	Hold	435	–	–	﹤0.01%	876
2019 Q3	$8K	Hold	435	–	–	﹤0.01%	874
2019 Q2	$8K	Hold	435	–	–	﹤0.01%	826
2019 Q1	$7K	Buy	+435	New	+$7.29K	﹤0.01%	825

Other funds holding ARCC

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

TFA

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

FCMA

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

Baugh & Associates Atlanta, Georgia $226M AUM 41.8% 1-Year Est. Return

Investors Research Corp's ARCC Position: Q2 2026 in Review

Investors Research Corp held its Ares Capital (ARCC) position steady in Q2 2026 at 4,296 shares worth $79.6K. The position accounts for 0.01% of the portfolio, ranked #351.

Investors Research Corp first reported a position in ARCC in Q1 2019 and has held it in 30 quarters since. 125 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Investors Research Corp held 4,296 shares of Ares Capital worth $79.6K as of Q2 2026.
Investors Research Corp left its Ares Capital share count unchanged in Q2 2026.
Ares Capital made up 0.01% of Investors Research Corp's portfolio in Q2 2026, its #351 holding.
Investors Research Corp first reported a position in Ares Capital in Q1 2019 and has held it in 30 quarters since.
125 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.