Signature Estate & Investment Advisors’s Ares Capital ARCC Stock Holding History

Signature Estate & Investment 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	$238K	Sell	12,825 -52	-0.4%	-$971	﹤0.01%	608
2026 Q1	$232K	Buy	12,877 +189	+1%	+$3.66K	﹤0.01%	593
2025 Q4	$257K	Buy	12,688 +1,073	+9%	+$21.6K	0.01%	534
2025 Q3	$237K	Buy	11,615 +156	+1%	+$3.47K	0.01%	545
2025 Q2	$252K	Sell	11,459 -2,349	-17%	-$50K	0.01%	504
2025 Q1	$306K	Buy	13,808 +138	+1%	+$3.13K	0.01%	439
2024 Q4	$299K	Buy	+13,670	New	+$295K	0.01%	420

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

Signature Estate & Investment Advisors's ARCC Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Ares Capital (ARCC) stake by 0.4% in Q2 2026, selling an estimated $971 and leaving 12,825 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Signature Estate & Investment Advisors first reported a position in ARCC in Q4 2024 and has held it in 7 quarters since. The position peaked at $306K in Q1 2025. 482 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Signature Estate & Investment Advisors held 12,825 shares of Ares Capital worth $238K as of Q2 2026.
Signature Estate & Investment Advisors sold 52 Ares Capital shares in Q2 2026, an estimated $971.
Ares Capital made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #608 holding.
Signature Estate & Investment Advisors first reported a position in Ares Capital in Q4 2024 and has held it in 7 quarters since.
Signature Estate & Investment Advisors's Ares Capital position peaked at $306K in Q1 2025.
482 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.