Stiles Financial Services
ARCC icon

Stiles Financial Services’s Ares Capital ARCC Stock Holding History

Stiles Financial Services’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
Q3 		$1.53M Buy
79,922
+226
+0.3% +$4.38K 0.39% 67
2026
Q2 		$1.48M Sell
79,696
-1,627
-2% -$30.4K 0.37% 70
2026
Q1 		$1.47M Sell
81,323
-1,081
-1% -$20.9K 0.45% 61
2025
Q4 		$1.67M Sell
82,404
-1,290
-2% -$26K 0.51% 57
2025
Q3 		$1.71M Buy
83,694
+10,245
+14% +$228K 0.54% 57
2025
Q2 		$1.61M Buy
73,449
+7,343
+11% +$156K 0.56% 61
2025
Q1 		$1.46M Buy
66,106
+18,149
+38% +$412K 0.56% 62
2024
Q4 		$1.05M Buy
47,957
+22,879
+91% +$494K 0.38% 77
2024
Q3 		$525K Buy
25,078
+2,599
+12% +$54K 0.18% 110
2024
Q2 		$468K Buy
22,479
+746
+3% +$15.6K 0.18% 106
2024
Q1 		$452K Buy
21,733
+200
+0.9% +$4.05K 0.18% 113
2023
Q4 		$431K Buy
21,533
+183
+0.9% +$3.57K 0.2% 110
2023
Q3 		$416K Buy
21,350
+385
+2% +$7.46K 0.22% 109
2023
Q2 		$394K Sell
20,965
-999
-5% -$18.5K 0.2% 123
2023
Q1 		$401K Buy
21,964
+468
+2% +$8.85K 0.22% 117
2022
Q4 		$397K Buy
21,496
+261
+1% +$4.9K 0.23% 112
2022
Q3 		$358K Buy
21,235
+443
+2% +$8.56K 0.22% 116
2022
Q2 		$373K Buy
20,792
+401
+2% +$7.9K 0.22% 113
2022
Q1 		$427K Sell
20,391
-1,070
-5% -$22.8K 0.21% 113
2021
Q4 		$455K Buy
+21,461
New +$446K 0.22% 107

Other funds holding ARCC

STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Stiles Financial Services's ARCC Position: Q3 2026 in Review

Stiles Financial Services increased its Ares Capital (ARCC) stake by 0.28% in Q3 2026, buying an estimated $4.38K and bringing the position to 79,922 shares worth $1.53M. The position accounts for 0.39% of the portfolio, ranked #67.

Stiles Financial Services first reported a position in ARCC in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.71M in Q3 2025. 462 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

  • Stiles Financial Services held 79,922 shares of Ares Capital worth $1.53M as of Q3 2026.
  • Stiles Financial Services bought 226 Ares Capital shares in Q3 2026, an estimated $4.38K.
  • Ares Capital made up 0.39% of Stiles Financial Services's portfolio in Q3 2026, its #67 holding.
  • Stiles Financial Services first reported a position in Ares Capital in Q4 2021 and has held it in 20 quarters since.
  • Stiles Financial Services's Ares Capital position peaked at $1.71M in Q3 2025.
  • 462 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.