WQ
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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
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

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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 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

Wealth Quarterback's ARCC Position: Q2 2026 in Review

Wealth Quarterback reduced its Ares Capital (ARCC) stake by 8.6% in Q2 2026, selling an estimated $31.1K and leaving 17,774 shares worth $329K. The position accounts for 0.1% of the portfolio, ranked #126.

Wealth Quarterback first reported a position in ARCC in Q4 2019 and has held it in 7 quarters since. The position peaked at $350K in Q1 2026. 237 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Wealth Quarterback held 17,774 shares of Ares Capital worth $329K as of Q2 2026.
  • Wealth Quarterback sold 1,665 Ares Capital shares in Q2 2026, an estimated $31.1K.
  • Ares Capital made up 0.1% of Wealth Quarterback's portfolio in Q2 2026, its #126 holding.
  • Wealth Quarterback first reported a position in Ares Capital in Q4 2019 and has held it in 7 quarters since.
  • Wealth Quarterback's Ares Capital position peaked at $350K in Q1 2026.
  • 237 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.