Wealth Quarterback
ARCC icon

Wealth Quarterback’s Ares Capital ARCC Stock Holding History

Wealth Quarterback’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 		$364K Buy
19,070
+1,296
+7% +$25.1K 0.11% 114
2026
Q2 		$329K Sell
17,774
-1,665
-9% -$31.1K 0.1% 126
2026
Q1 		$350K Buy
19,439
+3,628
+23% +$70.2K 0.14% 115
2025
Q4 		$320K Buy
15,811
+3,094
+24% +$62.4K 0.12% 122
2025
Q3 		$260K Sell
12,717
-2,354
-16% -$52.3K 0.1% 136
2025
Q2 		$331K Buy
15,071
+4,365
+41% +$92.8K 0.16% 106
2025
Q1 		$237K Buy
+10,706
New +$243K 0.13% 110
2020
Q1 		– Sell
-157
Closed -$2.94K – 980
2019
Q4 		$2.94K Buy
+157
New +$2.92K ﹤0.01% 715

Other funds holding ARCC

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
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 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
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Wealth Quarterback's ARCC Position: Q3 2026 in Review

Wealth Quarterback increased its Ares Capital (ARCC) stake by 7.3% in Q3 2026, buying an estimated $25.1K and bringing the position to 19,070 shares worth $364K. The position accounts for 0.11% of the portfolio, ranked #114.

Wealth Quarterback first reported a position in ARCC in Q4 2019 and has held it in 8 quarters since. 241 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

  • Wealth Quarterback held 19,070 shares of Ares Capital worth $364K as of Q3 2026.
  • Wealth Quarterback bought 1,296 Ares Capital shares in Q3 2026, an estimated $25.1K.
  • Ares Capital made up 0.11% of Wealth Quarterback's portfolio in Q3 2026, its #114 holding.
  • Wealth Quarterback first reported a position in Ares Capital in Q4 2019 and has held it in 8 quarters since.
  • 241 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.