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Mallini Complete Financial Planning’s Ares Capital ARCC Stock Holding History

Mallini Complete Financial Planning’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 		$742K Buy
40,027
+152
+0.4% +$2.84K 0.53% 14
2026
Q1 		$719K Buy
39,875
+332
+0.8% +$6.43K 0.57% 12
2025
Q4 		$800K Buy
39,543
+286
+0.7% +$5.77K 0.64% 11
2025
Q3 		$801K Buy
39,257
+1,199
+3% +$26.6K 0.65% 10
2025
Q2 		$836K Buy
38,058
+1,244
+3% +$26.5K 1.06% 11
2025
Q1 		$816K Buy
36,814
+742
+2% +$16.8K 0.78% 11
2024
Q4 		$790K Buy
+36,072
New +$778K 0.75% 11

Other funds holding ARCC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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
AIM
Allen Investment Management New York $8.43B AUM 20.31% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Mallini Complete Financial Planning's ARCC Position: Q2 2026 in Review

Mallini Complete Financial Planning increased its Ares Capital (ARCC) stake by 0.38% in Q2 2026, buying an estimated $2.84K and bringing the position to 40,027 shares worth $742K. The position accounts for 0.53% of the portfolio, ranked #14.

Mallini Complete Financial Planning first reported a position in ARCC in Q4 2024 and has held it in 7 quarters since. The position peaked at $836K in Q2 2025. 417 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Mallini Complete Financial Planning held 40,027 shares of Ares Capital worth $742K as of Q2 2026.
  • Mallini Complete Financial Planning bought 152 Ares Capital shares in Q2 2026, an estimated $2.84K.
  • Ares Capital made up 0.53% of Mallini Complete Financial Planning's portfolio in Q2 2026, its #14 holding.
  • Mallini Complete Financial Planning first reported a position in Ares Capital in Q4 2024 and has held it in 7 quarters since.
  • Mallini Complete Financial Planning's Ares Capital position peaked at $836K in Q2 2025.
  • 417 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q2 2026, filed 8 Jul 2026.