Sage Investment Counsel’s Ares Capital ARCC Stock Holding History

Sage Investment Counsel’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	$230K	Hold	12,420	–	–	0.23%	101
2026 Q1	$224K	Buy	12,420 +1,000	+9%	+$19.4K	0.25%	102
2025 Q4	$231K	Hold	11,420	–	–	0.25%	96
2025 Q3	$233K	Hold	11,420	–	–	0.26%	95
2025 Q2	$251K	Sell	11,420 -2,000	-15%	-$42.5K	0.29%	88
2025 Q1	$297K	Buy	13,420 +30	+0.2%	+$681	0.38%	81
2024 Q4	$293K	Buy	+13,390	New	+$289K	0.38%	77

Other funds holding ARCC

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

GAM

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sage Investment Counsel's ARCC Position: Q2 2026 in Review

Sage Investment Counsel held its Ares Capital (ARCC) position steady in Q2 2026 at 12,420 shares worth $230K. The position accounts for 0.23% of the portfolio, ranked #101.

Sage Investment Counsel first reported a position in ARCC in Q4 2024 and has held it in 7 quarters since. The position peaked at $297K in Q1 2025. 393 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Sage Investment Counsel held 12,420 shares of Ares Capital worth $230K as of Q2 2026.
Sage Investment Counsel left its Ares Capital share count unchanged in Q2 2026.
Ares Capital made up 0.23% of Sage Investment Counsel's portfolio in Q2 2026, its #101 holding.
Sage Investment Counsel first reported a position in Ares Capital in Q4 2024 and has held it in 7 quarters since.
Sage Investment Counsel's Ares Capital position peaked at $297K in Q1 2025.
393 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.