SageGuard Financial Group’s Ares Capital ARCC Stock Holding History

SageGuard Financial Group’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	$281K	Sell	15,176 -1,170	-7%	-$21.8K	0.04%	176
2026 Q1	$295K	Sell	16,346 -4,056	-20%	-$78.5K	0.05%	160
2025 Q4	$413K	Buy	+20,402	New	+$412K	0.07%	128
2021 Q3	–	Sell	-27,679	Closed	-$542K	–	23
2021 Q2	$542K	Buy	27,679 +6,678	+32%	+$129K	0.25%	70
2021 Q1	$393K	Buy	21,001 +6,965	+50%	+$125K	0.18%	92
2020 Q4	$237K	Buy	+14,036	New	+$218K	0.11%	108

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 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

SageGuard Financial Group's ARCC Position: Q2 2026 in Review

SageGuard Financial Group reduced its Ares Capital (ARCC) stake by 7.2% in Q2 2026, selling an estimated $21.8K and leaving 15,176 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #176.

SageGuard Financial Group first reported a position in ARCC in Q4 2020 and has held it in 6 quarters since. The position peaked at $542K in Q2 2021. 482 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

SageGuard Financial Group held 15,176 shares of Ares Capital worth $281K as of Q2 2026.
SageGuard Financial Group sold 1,170 Ares Capital shares in Q2 2026, an estimated $21.8K.
Ares Capital made up 0.04% of SageGuard Financial Group's portfolio in Q2 2026, its #176 holding.
SageGuard Financial Group first reported a position in Ares Capital in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's Ares Capital position peaked at $542K in Q2 2021.
482 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.