Root Financial Partners’s Ares Capital ARCC Stock Holding History

Root 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	–	Sell	-352	Closed	-$6.34K	–	583
2026 Q1	$6.34K	Sell	352 -691	-66%	-$13.4K	﹤0.01%	1860
2025 Q4	$21.1K	Sell	1,043 -977	-48%	-$19.7K	﹤0.01%	1161
2025 Q3	$41.2K	Buy	+2,020	New	+$44.9K	﹤0.01%	741
2023 Q4	–	Sell	-12,508	Closed	-$244K	–	83
2023 Q3	$244K	Buy	+12,508	New	+$243K	0.13%	60

Other funds holding ARCC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Root Financial Partners sold out of Ares Capital (ARCC) in Q2 2026, closing a stake of 352 shares — an estimated $6.34K sold.

Root Financial Partners first reported a position in ARCC in Q3 2023 and held it in 4 quarters. The position peaked at $244K in Q3 2023. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Root Financial Partners reported no remaining Ares Capital position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 352 Ares Capital shares in Q2 2026, an estimated $6.34K.
Root Financial Partners first reported a position in Ares Capital in Q3 2023 and held it in 4 quarters.
Root Financial Partners's Ares Capital position peaked at $244K in Q3 2023.
786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.