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LifeSteps Financial’s Ares Capital ARCC Stock Holding History

LifeSteps 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 		$15.8K Buy
+850
New +$15.9K 0.01% 343
2024
Q2 		– Sell
-700
Closed -$14.6K – 104
2024
Q1 		$14.6K Buy
+700
New +$14.2K 0.01% 266

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

LifeSteps Financial's ARCC Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Ares Capital (ARCC) in Q2 2026: 850 shares worth $15.8K. The stake represents 0.01% of the portfolio and ranks #343 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in ARCC as recently as Q1 2024.

LifeSteps Financial first reported a position in ARCC in Q1 2024 and has held it in 2 quarters since. 199 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • LifeSteps Financial held 850 shares of Ares Capital worth $15.8K as of Q2 2026.
  • Ares Capital was a new LifeSteps Financial position in Q2 2026.
  • Ares Capital made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #343 holding.
  • LifeSteps Financial first reported a position in Ares Capital in Q1 2024 and has held it in 2 quarters since.
  • 199 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.