Quantum Financial Partners’s Ares Capital ARCC Stock Holding History

Quantum Financial Partners’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	$193K	Buy	+10,400	New	+$194K	0.1%	149

Other funds holding ARCC

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

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

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

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

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

Quantum Financial Partners's ARCC Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in Ares Capital (ARCC) in Q2 2026: 10,400 shares worth $193K. The stake represents 0.1% of the portfolio and ranks #149 among its holdings.

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

Quantum Financial Partners held 10,400 shares of Ares Capital worth $193K as of Q2 2026.
Ares Capital was a new Quantum Financial Partners position in Q2 2026.
Ares Capital made up 0.1% of Quantum Financial Partners's portfolio in Q2 2026, its #149 holding.
175 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.