Tompkins Financial’s Ares Capital ARCC Stock Holding History

Tompkins Financial’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	$8.77K	Hold	459	–	–	﹤0.01%	479
2026 Q2	$8.51K	Sell	459 -839	-65%	-$15.7K	﹤0.01%	464
2026 Q1	$23.4K	Buy	1,298 +839	+183%	+$16.2K	﹤0.01%	379
2025 Q4	$9.29K	Buy	+459	New	+$9.26K	﹤0.01%	451
2017 Q2	–	Sell	-531	Closed	-$9K	–	371
2017 Q1	$9K	Buy	+531	New	+$9.17K	﹤0.01%	312
2014 Q1	–	Sell	-650	Closed	-$12K	–	514
2013 Q4	$12K	Buy	+650	New	+$11.5K	﹤0.01%	395

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

Tompkins Financial's ARCC Position: Q3 2026 in Review

Tompkins Financial held its Ares Capital (ARCC) position steady in Q3 2026 at 459 shares worth $8.77K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Tompkins Financial first reported a position in ARCC in Q4 2013 and has held it in 6 quarters since. The position peaked at $23.4K in Q1 2026. 38 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

Tompkins Financial held 459 shares of Ares Capital worth $8.77K as of Q3 2026.
Tompkins Financial left its Ares Capital share count unchanged in Q3 2026.
Ares Capital made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #479 holding.
Tompkins Financial first reported a position in Ares Capital in Q4 2013 and has held it in 6 quarters since.
Tompkins Financial's Ares Capital position peaked at $23.4K in Q1 2026.
38 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.