JNBA Financial Advisors’s Ares Capital ARCC Stock Holding History

JNBA Financial Advisors’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	$2.93K	Hold	158	–	–	﹤0.01%	682
2026 Q1	$2.85K	Sell	158 -282	-64%	-$5.46K	﹤0.01%	695
2025 Q4	$8.9K	Hold	440	–	–	﹤0.01%	503
2025 Q3	$8.98K	Hold	440	–	–	﹤0.01%	489
2025 Q2	$9.66K	Hold	440	–	–	﹤0.01%	470
2025 Q1	$9.75K	Hold	440	–	–	﹤0.01%	465
2024 Q4	$9.63K	Hold	440	–	–	﹤0.01%	459
2024 Q3	$9.21K	Buy	440 +282	+178%	+$5.86K	﹤0.01%	467
2024 Q2	$3.29K	Hold	158	–	–	﹤0.01%	551
2024 Q1	$3.29K	Hold	158	–	–	﹤0.01%	569
2023 Q4	$3.17K	Hold	158	–	–	﹤0.01%	579
2023 Q3	$3.08K	Hold	158	–	–	﹤0.01%	589
2023 Q2	$2.97K	Hold	158	–	–	﹤0.01%	591
2023 Q1	$2.89K	Hold	158	–	–	﹤0.01%	598
2022 Q4	$2.92K	Hold	158	–	–	﹤0.01%	559
2022 Q3	$3K	Hold	158	–	–	﹤0.01%	561
2022 Q2	$3K	Hold	158	–	–	﹤0.01%	602
2022 Q1	$3K	Sell	158 -556	-78%	-$11.8K	﹤0.01%	589
2021 Q4	$15K	Buy	+714	New	+$14.8K	﹤0.01%	465
2019 Q3	–	Sell	-100	Closed	-$2K	–	584
2019 Q2	$2K	Buy	+100	New	+$1.77K	﹤0.01%	585
2018 Q4	–	Sell	-12,753	Closed	-$219K	–	530
2018 Q3	$219K	Buy	+12,753	New	+$219K	0.1%	122

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

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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

JNBA Financial Advisors's ARCC Position: Q2 2026 in Review

JNBA Financial Advisors held its Ares Capital (ARCC) position steady in Q2 2026 at 158 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

JNBA Financial Advisors first reported a position in ARCC in Q3 2018 and has held it in 21 quarters since. The position peaked at $219K in Q3 2018. 285 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

JNBA Financial Advisors held 158 shares of Ares Capital worth $2.93K as of Q2 2026.
JNBA Financial Advisors left its Ares Capital share count unchanged in Q2 2026.
Ares Capital made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #682 holding.
JNBA Financial Advisors first reported a position in Ares Capital in Q3 2018 and has held it in 21 quarters since.
JNBA Financial Advisors's Ares Capital position peaked at $219K in Q3 2018.
285 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.