KLCM Advisors’s Ares Capital ARCC Stock Holding History

KLCM 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 Q3	–	Sell	-10,370	Closed	-$192K	–	300
2026 Q2	$192K	Hold	10,370	–	–	0.02%	288
2026 Q1	$187K	Hold	10,370	–	–	0.02%	264
2025 Q4	$210K	Hold	10,370	–	–	0.02%	232
2025 Q3	$212K	Hold	10,370	–	–	0.02%	160
2025 Q2	$228K	Hold	10,370	–	–	0.02%	151
2025 Q1	$230K	Hold	10,370	–	–	0.03%	151
2024 Q4	$227K	Hold	10,370	–	–	0.03%	147
2024 Q3	$217K	Hold	10,370	–	–	0.03%	149
2024 Q2	$216K	Hold	10,370	–	–	0.03%	142
2024 Q1	$216K	Hold	10,370	–	–	0.03%	145
2023 Q4	$208K	Hold	10,370	–	–	0.03%	144
2023 Q3	$202K	Hold	10,370	–	–	0.04%	127
2023 Q2	$195K	Buy	+10,370	New	+$192K	0.04%	129

Other funds holding ARCC

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

KLCM Advisors's ARCC Position: Q3 2026 in Review

KLCM Advisors sold out of Ares Capital (ARCC) in Q3 2026, closing a stake of 10,370 shares — an estimated $192K sold.

KLCM Advisors first reported a position in ARCC in Q2 2023 and held it in 13 quarters. The position peaked at $230K in Q1 2025. 681 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

KLCM Advisors reported no remaining Ares Capital position as of Q3 2026 after selling out during the quarter.
KLCM Advisors sold 10,370 Ares Capital shares in Q3 2026, an estimated $192K.
KLCM Advisors first reported a position in Ares Capital in Q2 2023 and held it in 13 quarters.
KLCM Advisors's Ares Capital position peaked at $230K in Q1 2025.
681 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on KLCM Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.