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Maia Wealth’s Ares Capital ARCC Stock Holding History

Maia Wealth’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 		$488K Buy
26,317
+505
+2% +$9.43K 0.07% 222
2026
Q1 		$465K Buy
25,812
+710
+3% +$13.7K 0.08% 226
2025
Q4 		$489K Buy
25,102
+485
+2% +$9.78K 0.08% 218
2025
Q3 		$499K Buy
+24,617
New +$547K 0.08% 211

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
MC
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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TA
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

Maia Wealth's ARCC Position: Q2 2026 in Review

Maia Wealth increased its Ares Capital (ARCC) stake by 2% in Q2 2026, buying an estimated $9.43K and bringing the position to 26,317 shares worth $488K. The position accounts for 0.07% of the portfolio, ranked #222.

Maia Wealth first reported a position in ARCC in Q3 2025 and has held it in 4 quarters since. The position peaked at $499K in Q3 2025. 293 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Maia Wealth held 26,317 shares of Ares Capital worth $488K as of Q2 2026.
  • Maia Wealth bought 505 Ares Capital shares in Q2 2026, an estimated $9.43K.
  • Ares Capital made up 0.07% of Maia Wealth's portfolio in Q2 2026, its #222 holding.
  • Maia Wealth first reported a position in Ares Capital in Q3 2025 and has held it in 4 quarters since.
  • Maia Wealth's Ares Capital position peaked at $499K in Q3 2025.
  • 293 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.