Triumph Capital Management’s Ares Capital ARCC Stock Holding History

Triumph Capital Management’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	$632K	Buy	33,090 +740	+2%	+$14.3K	0.11%	195
2026 Q2	$599K	Buy	32,350 +7,319	+29%	+$137K	0.11%	191
2026 Q1	$451K	Buy	25,031 +121	+0.5%	+$2.34K	0.09%	201
2025 Q4	$504K	Sell	24,910 -4,873	-16%	-$98.3K	0.11%	169
2025 Q3	$608K	Buy	29,783 +924	+3%	+$20.5K	0.16%	140
2025 Q2	$634K	Sell	28,859 -10,902	-27%	-$232K	0.19%	129
2025 Q1	$881K	Sell	39,761 -2,986	-7%	-$67.8K	0.29%	82
2024 Q4	$936K	Sell	42,747 -29,588	-41%	-$638K	0.32%	71
2024 Q3	$1.51M	Buy	72,335 +13,619	+23%	+$283K	0.54%	37
2024 Q2	$1.22M	Buy	+58,716	New	+$1.23M	0.48%	50

Other funds holding ARCC

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Triumph Capital Management's ARCC Position: Q3 2026 in Review

Triumph Capital Management increased its Ares Capital (ARCC) stake by 2.3% in Q3 2026, buying an estimated $14.3K and bringing the position to 33,090 shares worth $632K. The position accounts for 0.11% of the portfolio, ranked #195.

Triumph Capital Management first reported a position in ARCC in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.51M in Q3 2024. 681 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

Triumph Capital Management held 33,090 shares of Ares Capital worth $632K as of Q3 2026.
Triumph Capital Management bought 740 Ares Capital shares in Q3 2026, an estimated $14.3K.
Ares Capital made up 0.11% of Triumph Capital Management's portfolio in Q3 2026, its #195 holding.
Triumph Capital Management first reported a position in Ares Capital in Q2 2024 and has held it in 10 quarters since.
Triumph Capital Management's Ares Capital position peaked at $1.51M in Q3 2024.
681 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.