WPC
ARCC icon

Wedmont Private Capital’s Ares Capital ARCC Stock Holding History

Wedmont Private Capital’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 		$684K Sell
36,412
-919
-2% -$17.2K 0.02% 458
2026
Q1 		$678K Buy
37,331
+6,948
+23% +$135K 0.02% 399
2025
Q4 		$613K Buy
30,383
+148
+0.5% +$2.98K 0.02% 401
2025
Q3 		$600K Buy
30,235
+172
+0.6% +$3.82K 0.02% 407
2025
Q2 		$677K Buy
30,063
+156
+0.5% +$3.32K 0.03% 355
2025
Q1 		$595K Buy
29,907
+121
+0.4% +$2.75K 0.03% 333
2024
Q4 		$655K Buy
29,786
+122
+0.4% +$2.63K 0.03% 300
2024
Q3 		$624K Buy
29,664
+126
+0.4% +$2.62K 0.04% 307
2024
Q2 		$626K Buy
29,538
+122
+0.4% +$2.55K 0.04% 290
2024
Q1 		$604K Buy
29,416
+178
+0.6% +$3.61K 0.04% 283
2023
Q4 		$596K Buy
29,238
+1,639
+6% +$32K 0.05% 269
2023
Q3 		$530K Buy
27,599
+124
+0.5% +$2.4K 0.05% 240
2023
Q2 		$527K Buy
27,475
+174
+0.6% +$3.21K 0.06% 232
2023
Q1 		$490K Buy
27,301
+4,522
+20% +$85.5K 0.06% 228
2022
Q4 		$421K Buy
+22,779
New +$428K 0.06% 241

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

Wedmont Private Capital's ARCC Position: Q2 2026 in Review

Wedmont Private Capital reduced its Ares Capital (ARCC) stake by 2.5% in Q2 2026, selling an estimated $17.2K and leaving 36,412 shares worth $684K. The position accounts for 0.02% of the portfolio, ranked #458.

Wedmont Private Capital first reported a position in ARCC in Q4 2022 and has held it in 15 quarters since. 165 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Wedmont Private Capital held 36,412 shares of Ares Capital worth $684K as of Q2 2026.
  • Wedmont Private Capital sold 919 Ares Capital shares in Q2 2026, an estimated $17.2K.
  • Ares Capital made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #458 holding.
  • Wedmont Private Capital first reported a position in Ares Capital in Q4 2022 and has held it in 15 quarters since.
  • 165 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.