Riverbridge Partners’s Ares Capital ARCC Stock Holding History

Riverbridge 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	$2.06M	Buy	111,289 +923	+0.8%	+$17.2K	0.06%	116
2026 Q1	$1.99M	Buy	110,366 +8,515	+8%	+$165K	0.05%	117
2025 Q4	$2.06M	Buy	101,851 +42,951	+73%	+$866K	0.04%	119
2025 Q3	$1.2M	Buy	58,900 +1,453	+3%	+$32.3K	0.02%	125
2025 Q2	$1.26M	Buy	57,447 +2,206	+4%	+$46.9K	0.02%	120
2025 Q1	$1.22M	Buy	55,241 +5,198	+10%	+$118K	0.02%	119
2024 Q4	$1.1M	Sell	50,043 -207	-0.4%	-$4.47K	0.01%	121
2024 Q3	$1.05M	Buy	50,250 +958	+2%	+$19.9K	0.01%	119
2024 Q2	$1.03M	Buy	49,292 +1,437	+3%	+$30K	0.01%	121
2024 Q1	$996K	Buy	47,855 +1,158	+2%	+$23.5K	0.01%	118
2023 Q4	$935K	Buy	46,697 +481	+1%	+$9.38K	0.01%	125
2023 Q3	$900K	Buy	46,216 +5,442	+13%	+$106K	0.01%	124
2023 Q2	$766K	Sell	40,774 -32,103	-44%	-$593K	0.01%	125
2023 Q1	$1.33M	Buy	72,877 +1,530	+2%	+$28.9K	0.02%	112
2022 Q4	$1.32M	Buy	71,347 +3,298	+5%	+$61.9K	0.02%	117
2022 Q3	$1.15M	Buy	68,049 +1,517	+2%	+$29.3K	0.02%	120
2022 Q2	$1.19M	Buy	+66,532	New	+$1.31M	0.02%	121

Other funds holding ARCC

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Perennial Advisors New York $643M AUM 23.36% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return