MCM
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Monument Capital Management’s Ares Capital ARCC Stock Holding History

Monument Capital Management’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 		$660K Sell
35,592
-209
-0.6% -$3.9K 0.13% 140
2026
Q1 		$645K Sell
35,801
-365
-1% -$7.07K 0.16% 116
2025
Q4 		$732K Sell
36,166
-3,040
-8% -$61.3K 0.18% 111
2025
Q3 		$800K Buy
39,206
+16,076
+70% +$357K 0.2% 106
2025
Q2 		$508K Sell
23,130
-892
-4% -$19K 0.13% 124
2025
Q1 		$532K Sell
24,022
-2,160
-8% -$49K 0.16% 111
2024
Q4 		$573K Sell
26,182
-221
-0.8% -$4.77K 0.16% 102
2024
Q3 		$553K Sell
26,403
-1,644
-6% -$34.1K 0.15% 104
2024
Q2 		$585K Sell
28,047
-207
-0.7% -$4.32K 0.17% 99
2024
Q1 		$588K Sell
28,254
-909
-3% -$18.4K 0.17% 106
2023
Q4 		$584K Sell
29,163
-1,156
-4% -$22.5K 0.19% 102
2023
Q3 		$590K Sell
30,319
-5,787
-16% -$112K 0.2% 93
2023
Q2 		$678K Sell
36,106
-1,521
-4% -$28.1K 0.22% 87
2023
Q1 		$688K Buy
37,627
+896
+2% +$16.9K 0.23% 83
2022
Q4 		$678K Sell
36,731
-346
-0.9% -$6.5K 0.23% 90
2022
Q3 		$626K Sell
37,077
-4,542
-11% -$87.8K 0.23% 88
2022
Q2 		$746K Sell
41,619
-1,009
-2% -$19.9K 0.28% 78
2022
Q1 		$893K Sell
42,628
-937
-2% -$20K 0.29% 74
2021
Q4 		$923K Sell
43,565
-2,942
-6% -$61.1K 0.29% 82
2021
Q3 		$945K Buy
46,507
+1,206
+3% +$24.2K 0.32% 74
2021
Q2 		$887K Buy
45,301
+8,563
+23% +$166K 0.31% 76
2021
Q1 		$687K Sell
36,738
-1,758
-5% -$31.6K 0.28% 77
2020
Q4 		$650K Buy
38,496
+10,128
+36% +$157K 0.3% 77
2020
Q3 		$396K Sell
28,368
-64,661
-70% -$920K 0.21% 78
2020
Q2 		$1.34M Buy
93,029
+4,496
+5% +$60.7K 0.79% 60
2020
Q1 		$954K Buy
88,533
+12,504
+16% +$211K 0.69% 55
2019
Q4 		$1.42M Buy
76,029
+485
+0.6% +$9.01K 0.72% 62
2019
Q3 		$1.41M Buy
75,544
+643
+0.9% +$11.9K 0.76% 56
2019
Q2 		$1.35M Buy
74,901
+864
+1% +$15.3K 0.73% 56
2019
Q1 		$1.27M Sell
74,037
-1,893
-2% -$31.7K 0.72% 55
2018
Q4 		$1.18M Buy
75,930
+3,458
+5% +$57.2K 0.74% 56
2018
Q3 		$1.25M Buy
72,472
+1,513
+2% +$25.9K 0.7% 57
2018
Q2 		$1.17M Sell
70,959
-8,922
-11% -$147K 0.81% 54
2018
Q1 		$1.27M Buy
79,881
+1,063
+1% +$16.8K 0.87% 53
2017
Q4 		$1.24M Buy
+78,818
New +$1.28M 0.87% 56

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
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
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Monument Capital Management's ARCC Position: Q2 2026 in Review

Monument Capital Management reduced its Ares Capital (ARCC) stake by 0.58% in Q2 2026, selling an estimated $3.9K and leaving 35,592 shares worth $660K. The position accounts for 0.13% of the portfolio, ranked #140.

Monument Capital Management first reported a position in ARCC in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.42M in Q4 2019. 352 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Monument Capital Management held 35,592 shares of Ares Capital worth $660K as of Q2 2026.
  • Monument Capital Management sold 209 Ares Capital shares in Q2 2026, an estimated $3.9K.
  • Ares Capital made up 0.13% of Monument Capital Management's portfolio in Q2 2026, its #140 holding.
  • Monument Capital Management first reported a position in Ares Capital in Q4 2017 and has held it in 35 quarters since.
  • Monument Capital Management's Ares Capital position peaked at $1.42M in Q4 2019.
  • 352 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.