Penn Davis McFarland’s Ares Capital ARCC Stock Holding History

Penn Davis McFarland’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	$198K	Buy	+10,663	New	+$199K	0.02%	77

Other funds holding ARCC

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

Baugh & Associates Atlanta, Georgia $226M AUM 41.8% 1-Year Est. Return

Penn Davis McFarland's ARCC Position: Q2 2026 in Review

Penn Davis McFarland opened a new position in Ares Capital (ARCC) in Q2 2026: 10,663 shares worth $198K. The stake represents 0.02% of the portfolio and ranks #77 among its holdings.

125 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Penn Davis McFarland held 10,663 shares of Ares Capital worth $198K as of Q2 2026.
Ares Capital was a new Penn Davis McFarland position in Q2 2026.
Ares Capital made up 0.02% of Penn Davis McFarland's portfolio in Q2 2026, its #77 holding.
125 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Penn Davis McFarland's 13F filing for Q2 2026, filed 15 Jul 2026.