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Rhodes Investment Advisors’s Ares Capital ARCC Stock Holding History

Rhodes Investment Advisors’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
Q3 		$372K Hold
19,500
– – 0.26% 84
2026
Q2 		$361K Sell
19,500
-875
-4% -$16.3K 0.27% 86
2026
Q1 		$367K Hold
20,375
– – 0.32% 76
2025
Q4 		$412K Buy
+20,375
New +$411K 0.33% 70

Other funds holding ARCC

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Rhodes Investment Advisors's ARCC Position: Q3 2026 in Review

Rhodes Investment Advisors held its Ares Capital (ARCC) position steady in Q3 2026 at 19,500 shares worth $372K. The position accounts for 0.26% of the portfolio, ranked #84.

Rhodes Investment Advisors first reported a position in ARCC in Q4 2025 and has held it in 4 quarters since. The position peaked at $412K in Q4 2025. 21 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

  • Rhodes Investment Advisors held 19,500 shares of Ares Capital worth $372K as of Q3 2026.
  • Rhodes Investment Advisors left its Ares Capital share count unchanged in Q3 2026.
  • Ares Capital made up 0.26% of Rhodes Investment Advisors's portfolio in Q3 2026, its #84 holding.
  • Rhodes Investment Advisors first reported a position in Ares Capital in Q4 2025 and has held it in 4 quarters since.
  • Rhodes Investment Advisors's Ares Capital position peaked at $412K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.