Midwest Trust
ARCC icon

Midwest Trust’s Ares Capital ARCC Stock Holding History

Midwest Trust’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 		$499K Sell
26,108
-8,293
-24% -$161K 0.01% 460
2026
Q2 		$637K Hold
34,401
– – 0.01% 410
2026
Q1 		$620K Hold
34,401
– – 0.01% 405
2025
Q4 		$696K Hold
34,401
– – 0.01% 387
2025
Q3 		$702K Sell
34,401
-2,316
-6% -$51.5K 0.01% 382
2025
Q2 		$806K Buy
+36,717
New +$781K 0.01% 365

Other funds holding ARCC

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Midwest Trust's ARCC Position: Q3 2026 in Review

Midwest Trust reduced its Ares Capital (ARCC) stake by 24% in Q3 2026, selling an estimated $161K and leaving 26,108 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #460.

Midwest Trust first reported a position in ARCC in Q2 2025 and has held it in 6 quarters since. The position peaked at $806K in Q2 2025. 205 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

  • Midwest Trust held 26,108 shares of Ares Capital worth $499K as of Q3 2026.
  • Midwest Trust sold 8,293 Ares Capital shares in Q3 2026, an estimated $161K.
  • Ares Capital made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #460 holding.
  • Midwest Trust first reported a position in Ares Capital in Q2 2025 and has held it in 6 quarters since.
  • Midwest Trust's Ares Capital position peaked at $806K in Q2 2025.
  • 205 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.