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 Q3	$690K	Sell	36,144 -3,883	-10%	-$75.2K	0.48%	22
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

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

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 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

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Mallini Complete Financial Planning's ARCC Position: Q3 2026 in Review

Mallini Complete Financial Planning reduced its Ares Capital (ARCC) stake by 9.7% in Q3 2026, selling an estimated $75.2K and leaving 36,144 shares worth $690K. The position accounts for 0.48% of the portfolio, ranked #22.

Mallini Complete Financial Planning first reported a position in ARCC in Q4 2024 and has held it in 8 quarters since. The position peaked at $836K in Q2 2025. 534 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

Mallini Complete Financial Planning held 36,144 shares of Ares Capital worth $690K as of Q3 2026.
Mallini Complete Financial Planning sold 3,883 Ares Capital shares in Q3 2026, an estimated $75.2K.
Ares Capital made up 0.48% of Mallini Complete Financial Planning's portfolio in Q3 2026, its #22 holding.
Mallini Complete Financial Planning first reported a position in Ares Capital in Q4 2024 and has held it in 8 quarters since.
Mallini Complete Financial Planning's Ares Capital position peaked at $836K in Q2 2025.
534 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q3 2026, filed 6 Oct 2026.