Sowell Financial Services’s Ares Capital ARCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $257K | Sell |
13,848
-4,500
| -25% | -$84K | 0.01% | 941 |
|
|
2026
Q1 | $331K | Sell |
18,348
-165
| -0.9% | -$3.19K | 0.01% | 801 |
|
|
2025
Q4 | $375K | Buy |
18,513
+3,362
| +22% | +$67.8K | 0.01% | 741 |
|
|
2025
Q3 | $309K | Buy |
15,151
+225
| +2% | +$5K | 0.01% | 800 |
|
|
2025
Q2 | $328K | Sell |
14,926
-22,051
| -60% | -$469K | 0.01% | 749 |
|
|
2025
Q1 | $819K | Sell |
36,977
-487
| -1% | -$11.1K | 0.04% | 441 |
|
|
2024
Q4 | $820K | Buy |
37,464
+1,050
| +3% | +$22.7K | 0.04% | 339 |
|
|
2024
Q3 | $763K | Buy |
36,414
+798
| +2% | +$16.6K | 0.04% | 389 |
|
|
2024
Q2 | $742K | Buy |
35,616
+616
| +2% | +$12.9K | 0.04% | 381 |
|
|
2024
Q1 | $729K | Buy |
35,000
+626
| +2% | +$12.7K | 0.03% | 397 |
|
|
2023
Q4 | $689K | Buy |
34,374
+2,776
| +9% | +$54.1K | 0.04% | 388 |
|
|
2023
Q3 | $615K | Sell |
31,598
-9,766
| -24% | -$189K | 0.04% | 372 |
|
|
2023
Q2 | $777K | Buy |
41,364
+1,212
| +3% | +$22.4K | 0.04% | 395 |
|
|
2023
Q1 | $734K | Sell |
40,152
-1,311
| -3% | -$24.8K | 0.06% | 355 |
|
|
2022
Q4 | $766K | Buy |
41,463
+4,325
| +12% | +$81.2K | 0.05% | 357 |
|
|
2022
Q3 | $627K | Buy |
37,138
+230
| +0.6% | +$4.45K | 0.06% | 293 |
|
|
2022
Q2 | $662K | Buy |
36,908
+14,926
| +68% | +$294K | 0.06% | 191 |
|
|
2022
Q1 | $440K | Sell |
21,982
-5,318
| -19% | -$113K | 0.08% | 144 |
|
|
2021
Q4 | $578K | Buy |
27,300
+11,920
| +78% | +$248K | 0.03% | 417 |
|
|
2021
Q3 | $313K | Buy |
15,380
+4,032
| +36% | +$80.8K | 0.02% | 444 |
|
|
2021
Q2 | $222K | Sell |
11,348
-13,594
| -55% | -$263K | 0.01% | 502 |
|
|
2021
Q1 | $475K | Buy |
24,942
+4,484
| +22% | +$80.6K | 0.02% | 657 |
|
|
2020
Q4 | $346K | Sell |
20,458
-1,365
| -6% | -$21.2K | 0.01% | 639 |
|
|
2020
Q3 | $304K | Sell |
21,823
-11,154
| -34% | -$159K | 0.02% | 609 |
|
|
2020
Q2 | $477K | Buy |
32,977
+2,026
| +7% | +$27.3K | 0.03% | 470 |
|
|
2020
Q1 | $334K | Buy |
30,951
+4,262
| +16% | +$71.9K | 0.02% | 513 |
|
|
2019
Q4 | $498K | Sell |
26,689
-2,589
| -9% | -$48.1K | 0.04% | 450 |
|
|
2019
Q3 | $546K | Buy |
+29,278
| New | +$543K | 0.05% | 396 |
|
|
2019
Q1 | $206K | Buy |
+12,042
| New | +$202K | 0.02% | 516 |
|
|
2018
Q3 | – | Sell |
-10,737
| Closed | -$186K | – | 371 |
|
|
2018
Q2 | $186K | Buy |
+10,737
| New | +$176K | 0.04% | 273 |
|
|
2017
Q2 | – | Sell |
-14,611
| Closed | -$246K | – | 257 |
|
|
2017
Q1 | $246K | Buy |
14,611
+4,342
| +42% | +$75K | 0.07% | 214 |
|
|
2016
Q4 | $182K | Buy |
+10,269
| New | +$162K | 0.06% | 198 |
|
Other funds holding ARCC
SO
GAM
Sowell Financial Services's ARCC Position: Q2 2026 in Review
Sowell Financial Services reduced its Ares Capital (ARCC) stake by 25% in Q2 2026, selling an estimated $84K and leaving 13,848 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #941.
Sowell Financial Services first reported a position in ARCC in Q4 2016 and has held it in 32 quarters since. The position peaked at $820K in Q4 2024. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.
- Sowell Financial Services held 13,848 shares of Ares Capital worth $257K as of Q2 2026.
- Sowell Financial Services sold 4,500 Ares Capital shares in Q2 2026, an estimated $84K.
- Ares Capital made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #941 holding.
- Sowell Financial Services first reported a position in Ares Capital in Q4 2016 and has held it in 32 quarters since.
- Sowell Financial Services's Ares Capital position peaked at $820K in Q4 2024.
- 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.