RDA Financial Network’s Ares Capital ARCC Stock Holding History

RDA Financial Network’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	$1.42M	Buy	76,633 +370	+0.5%	+$6.91K	0.31%	80
2026 Q1	$1.37M	Sell	76,263 -3,835	-5%	-$74.2K	0.34%	83
2025 Q4	$1.62M	Buy	80,098 +602	+0.8%	+$12.1K	0.39%	76
2025 Q3	$1.62M	Buy	79,496 +2,835	+4%	+$63K	0.4%	81
2025 Q2	$1.68M	Sell	76,661 -2,183	-3%	-$46.4K	0.45%	69
2025 Q1	$1.75M	Buy	78,844 +984	+1%	+$22.3K	0.52%	58
2024 Q4	$1.7M	Sell	77,860 -735	-0.9%	-$15.9K	0.5%	62
2024 Q3	$1.65M	Sell	78,595 -1,381	-2%	-$28.7K	0.51%	62
2024 Q2	$1.67M	Sell	79,976 -492	-0.6%	-$10.3K	0.55%	52
2024 Q1	$1.68M	Sell	80,468 -805	-1%	-$16.3K	0.57%	52
2023 Q4	$1.63M	Buy	81,273 +369	+0.5%	+$7.2K	0.62%	46
2023 Q3	$1.58M	Sell	80,904 -938	-1%	-$18.2K	0.68%	42
2023 Q2	$1.54M	Sell	81,842 -50	-0.1%	-$924	0.65%	47
2023 Q1	$1.5M	Buy	81,892 +1,800	+2%	+$34K	0.68%	46
2022 Q4	$1.48M	Buy	80,092 +2,897	+4%	+$54.4K	0.74%	42
2022 Q3	$1.3M	Buy	77,195 +1,667	+2%	+$32.2K	0.71%	45
2022 Q2	$1.35M	Sell	75,528 -1,490	-2%	-$29.4K	0.68%	48
2022 Q1	$1.61M	Buy	77,018 +160	+0.2%	+$3.41K	0.68%	45
2021 Q4	$1.63M	Sell	76,858 -489	-0.6%	-$10.2K	0.66%	48
2021 Q3	$1.57M	Buy	77,347 +726	+0.9%	+$14.6K	0.69%	43
2021 Q2	$1.5M	Buy	76,621 +753	+1%	+$14.6K	0.66%	45
2021 Q1	$1.42M	Buy	75,868 +817	+1%	+$14.7K	0.61%	49
2020 Q4	$1.27M	Buy	75,051 +2,106	+3%	+$32.6K	0.57%	53
2020 Q3	$1.02M	Buy	72,945 +10,912	+18%	+$155K	0.46%	63
2020 Q2	$896K	Buy	62,033 +27,705	+81%	+$374K	0.45%	63
2020 Q1	$370K	Buy	34,328 +6,400	+23%	+$108K	0.22%	106
2019 Q4	$529K	Buy	27,928 +220	+0.8%	+$4.08K	0.22%	116
2019 Q3	$518K	Buy	27,708 +1,892	+7%	+$35.1K	0.22%	108
2019 Q2	$466K	Buy	25,816 +1,100	+4%	+$19.5K	0.21%	120
2019 Q1	$427K	Buy	+24,716	New	+$414K	0.2%	120

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

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return