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Southern Michigan Bank & Trust’s Ares Capital ARCC Stock Holding History

Southern Michigan Bank & Trust’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 		– Sell
-1,375
Closed -$24.8K – 423
2026
Q1 		$24.8K Buy
+1,375
New +$26.6K 0.01% 253

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SO
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JP Morgan Chase
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GAM
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Legal & General Group
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Two Sigma Investments
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Southern Michigan Bank & Trust's ARCC Position: Q2 2026 in Review

Southern Michigan Bank & Trust sold out of Ares Capital (ARCC) in Q2 2026, closing a stake of 1,375 shares — an estimated $24.8K sold.

Southern Michigan Bank & Trust first reported a position in ARCC in Q1 2026 and held it in 1 quarter. The position peaked at $24.8K in Q1 2026. 749 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Southern Michigan Bank & Trust reported no remaining Ares Capital position as of Q2 2026 after selling out during the quarter.
  • Southern Michigan Bank & Trust sold 1,375 Ares Capital shares in Q2 2026, an estimated $24.8K.
  • Southern Michigan Bank & Trust first reported a position in Ares Capital in Q1 2026 and held it in 1 quarter.
  • Southern Michigan Bank & Trust's Ares Capital position peaked at $24.8K in Q1 2026.
  • 749 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.