Root Financial Partners
ARCC icon

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
Q3 		$6.06K Buy
+317
New +$6.14K ﹤0.01% 2151
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

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Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Root Financial Partners's ARCC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Ares Capital (ARCC) in Q3 2026: 317 shares worth $6.06K. The stake represents ﹤0.01% of the portfolio and ranks #2151 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ARCC as recently as Q1 2026.

Root Financial Partners first reported a position in ARCC in Q3 2023 and has held it in 5 quarters since. The position peaked at $244K in Q3 2023. 404 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

  • Root Financial Partners held 317 shares of Ares Capital worth $6.06K as of Q3 2026.
  • Ares Capital was a new Root Financial Partners position in Q3 2026.
  • Ares Capital made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2151 holding.
  • Root Financial Partners first reported a position in Ares Capital in Q3 2023 and has held it in 5 quarters since.
  • Root Financial Partners's Ares Capital position peaked at $244K in Q3 2023.
  • 404 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.