Successful Portfolios’s Ares Capital ARCC Stock Holding History

Successful Portfolios’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	$300K	Buy	15,961 +174	+1%	+$3.37K	0.14%	140
2026 Q2	$294K	Buy	15,787 +2,000	+15%	+$37.3K	0.14%	144
2026 Q1	$247K	Buy	13,787 +10	+0.1%	+$194	0.14%	151
2025 Q4	$284K	Buy	13,777 +2,278	+20%	+$46K	0.14%	138
2025 Q3	$235K	Buy	11,499 +698	+6%	+$15.5K	0.14%	148
2025 Q2	$237K	Buy	10,801 +690	+7%	+$14.7K	0.15%	144
2025 Q1	$224K	Hold	10,111	–	–	0.15%	139
2024 Q4	$221K	Buy	+10,111	New	+$218K	0.15%	138

Other funds holding ARCC

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

TFA

Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Successful Portfolios's ARCC Position: Q3 2026 in Review

Successful Portfolios increased its Ares Capital (ARCC) stake by 1.1% in Q3 2026, buying an estimated $3.37K and bringing the position to 15,961 shares worth $300K. The position accounts for 0.14% of the portfolio, ranked #140.

Successful Portfolios first reported a position in ARCC in Q4 2024 and has held it in 8 quarters since. 38 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

Successful Portfolios held 15,961 shares of Ares Capital worth $300K as of Q3 2026.
Successful Portfolios bought 174 Ares Capital shares in Q3 2026, an estimated $3.37K.
Ares Capital made up 0.14% of Successful Portfolios's portfolio in Q3 2026, its #140 holding.
Successful Portfolios first reported a position in Ares Capital in Q4 2024 and has held it in 8 quarters since.
38 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Successful Portfolios's 13F filing for Q3 2026, filed 9 Oct 2026.