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Lantz Financial’s Ares Capital ARCC Stock Holding History

Lantz Financial’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 		$1.04M Buy
56,382
+711
+1% +$13.3K 0.19% 122
2026
Q1 		$1M Sell
55,671
-1,398
-2% -$27.1K 0.21% 120
2025
Q4 		$1.15M Sell
57,069
-831
-1% -$16.8K 0.24% 105
2025
Q3 		$1.18M Buy
57,900
+1,232
+2% +$27.4K 0.26% 103
2025
Q2 		$1.24M Sell
56,668
-637
-1% -$13.5K 0.31% 88
2025
Q1 		$1.27M Sell
57,305
-2,786
-5% -$63.2K 0.35% 83
2024
Q4 		$1.32M Buy
60,091
+91
+0.2% +$1.96K 0.35% 78
2024
Q3 		$1.26M Buy
60,000
+200
+0.3% +$4.15K 0.34% 80
2024
Q2 		$1.25M Sell
59,800
-29
-0% -$606 0.39% 77
2024
Q1 		$1.25M Sell
59,829
-28
-0% -$567 0.4% 74
2023
Q4 		$1.2M Buy
59,857
+1,934
+3% +$37.7K 0.43% 71
2023
Q3 		$1.13M Sell
57,923
-2,012
-3% -$39K 0.45% 69
2023
Q2 		$1.13M Sell
59,935
-303
-0.5% -$5.6K 0.44% 68
2023
Q1 		$1.1M Hold
60,238
– – 0.46% 69
2022
Q4 		$1.11M Buy
60,238
+495
+0.8% +$9.3K 0.51% 58
2022
Q3 		$1.01M Buy
59,743
+200
+0.3% +$3.87K 0.52% 55
2022
Q2 		$1.07M Buy
59,543
+337
+0.6% +$6.64K 0.48% 61
2022
Q1 		$1.24M Buy
59,206
+137
+0.2% +$2.92K 0.5% 60
2021
Q4 		$1.25M Buy
59,069
+1,238
+2% +$25.7K 0.58% 51
2021
Q3 		$1.18M Buy
57,831
+1,072
+2% +$21.5K 0.6% 52
2021
Q2 		$1.11M Buy
56,759
+84
+0.1% +$1.63K 0.57% 53
2021
Q1 		$1.06M Buy
56,675
+622
+1% +$11.2K 0.6% 49
2020
Q4 		$947K Sell
56,053
-946
-2% -$14.7K 0.59% 48
2020
Q3 		$795K Buy
56,999
+1,059
+2% +$15.1K 0.53% 53
2020
Q2 		$808K Sell
55,940
-863
-2% -$11.6K 0.58% 53
2020
Q1 		$612K Sell
56,803
-992
-2% -$16.7K 0.48% 61
2019
Q4 		$1.08M Buy
57,795
+115
+0.2% +$2.13K 0.64% 55
2019
Q3 		$1.05M Buy
57,680
+490
+0.9% +$9.09K 0.71% 52
2019
Q2 		$1.03M Buy
57,190
+1,167
+2% +$20.6K 0.7% 49
2019
Q1 		$960K Buy
+56,023
New +$939K 0.7% 50

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
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 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
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

Lantz Financial's ARCC Position: Q2 2026 in Review

Lantz Financial increased its Ares Capital (ARCC) stake by 1.3% in Q2 2026, buying an estimated $13.3K and bringing the position to 56,382 shares worth $1.04M. The position accounts for 0.19% of the portfolio, ranked #122.

Lantz Financial first reported a position in ARCC in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.32M in Q4 2024. 165 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Lantz Financial held 56,382 shares of Ares Capital worth $1.04M as of Q2 2026.
  • Lantz Financial bought 711 Ares Capital shares in Q2 2026, an estimated $13.3K.
  • Ares Capital made up 0.19% of Lantz Financial's portfolio in Q2 2026, its #122 holding.
  • Lantz Financial first reported a position in Ares Capital in Q1 2019 and has held it in 30 quarters since.
  • Lantz Financial's Ares Capital position peaked at $1.32M in Q4 2024.
  • 165 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.