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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
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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
FCMA
Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

Triumph Capital Management's ARCC Position: Q2 2026 in Review

Triumph Capital Management increased its Ares Capital (ARCC) stake by 29% in Q2 2026, buying an estimated $137K and bringing the position to 32,350 shares worth $599K. The position accounts for 0.11% of the portfolio, ranked #191.

Triumph Capital Management first reported a position in ARCC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.51M in Q3 2024. 165 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Triumph Capital Management held 32,350 shares of Ares Capital worth $599K as of Q2 2026.
  • Triumph Capital Management bought 7,319 Ares Capital shares in Q2 2026, an estimated $137K.
  • Ares Capital made up 0.11% of Triumph Capital Management's portfolio in Q2 2026, its #191 holding.
  • Triumph Capital Management first reported a position in Ares Capital in Q2 2024 and has held it in 9 quarters since.
  • Triumph Capital Management's Ares Capital position peaked at $1.51M in Q3 2024.
  • 165 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.