Princeton Global Asset Management’s Ares Capital ARCC Stock Holding History

Princeton Global Asset 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	$31.4K	Sell	1,695 -2,320	-58%	-$43.3K	﹤0.01%	417
2026 Q1	$72.3K	Buy	4,015 +1,758	+78%	+$34K	0.01%	316
2025 Q4	$45.7K	Buy	+2,257	New	+$45.5K	0.01%	353
2020 Q2	–	Sell	-2,869	Closed	-$31K	–	509
2020 Q1	$31K	Buy	2,869 +2,000	+230%	+$33.7K	0.01%	266
2019 Q4	$16	Hold	869	–	–	0.01%	357
2019 Q3	$17K	Hold	869	–	–	0.01%	273
2019 Q2	$16K	Hold	869	–	–	0.01%	296
2019 Q1	$14K	Buy	+869	New	+$14.6K	0.01%	273

Other funds holding ARCC

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

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

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

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

IFG

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

BWP

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

MFG

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

TFA

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

RBC

Romano Brothers & Co Evanston, Illinois $994M AUM 41.36% 1-Year Est. Return

Princeton Global Asset Management's ARCC Position: Q2 2026 in Review

Princeton Global Asset Management reduced its Ares Capital (ARCC) stake by 58% in Q2 2026, selling an estimated $43.3K and leaving 1,695 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Princeton Global Asset Management first reported a position in ARCC in Q1 2019 and has held it in 8 quarters since. The position peaked at $72.3K in Q1 2026. 186 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Princeton Global Asset Management held 1,695 shares of Ares Capital worth $31.4K as of Q2 2026.
Princeton Global Asset Management sold 2,320 Ares Capital shares in Q2 2026, an estimated $43.3K.
Ares Capital made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #417 holding.
Princeton Global Asset Management first reported a position in Ares Capital in Q1 2019 and has held it in 8 quarters since.
Princeton Global Asset Management's Ares Capital position peaked at $72.3K in Q1 2026.
186 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.