Sax Wealth Advisors’s Ares Capital ARCC Stock Holding History

Sax Wealth Advisors’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	$244K	Sell	13,522 -8,320	-38%	-$155K	0.01%	491
2026 Q1	$442K	Hold	21,842	–	–	0.02%	308
2025 Q4	$442K	Sell	21,842 -393	-2%	-$7.93K	0.02%	312
2025 Q3	$454K	Sell	22,235 -1,076	-5%	-$23.9K	0.02%	288
2025 Q2	$512K	Buy	23,311 +1,076	+5%	+$22.9K	0.03%	254
2025 Q1	$493K	Buy	+22,235	New	+$505K	0.04%	224

Other funds holding ARCC

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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

TFA

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

RBC

Romano Brothers & Co Evanston, Illinois $994M AUM 41.36% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Sax Wealth Advisors's ARCC Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Ares Capital (ARCC) stake by 38% in Q2 2026, selling an estimated $155K and leaving 13,522 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #491.

Sax Wealth Advisors first reported a position in ARCC in Q1 2025 and has held it in 6 quarters since. The position peaked at $512K in Q2 2025. 167 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Sax Wealth Advisors held 13,522 shares of Ares Capital worth $244K as of Q2 2026.
Sax Wealth Advisors sold 8,320 Ares Capital shares in Q2 2026, an estimated $155K.
Ares Capital made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #491 holding.
Sax Wealth Advisors first reported a position in Ares Capital in Q1 2025 and has held it in 6 quarters since.
Sax Wealth Advisors's Ares Capital position peaked at $512K in Q2 2025.
167 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.