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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
Q3 		$653K Sell
34,851
-1,561
-4% -$30.2K 0.02% 513
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 $5.97B AUM 5.11% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Wedmont Private Capital's ARCC Position: Q3 2026 in Review

Wedmont Private Capital reduced its Ares Capital (ARCC) stake by 4.3% in Q3 2026, selling an estimated $30.2K and leaving 34,851 shares worth $653K. The position accounts for 0.02% of the portfolio, ranked #513.

Wedmont Private Capital first reported a position in ARCC in Q4 2022 and has held it in 16 quarters since. The position peaked at $684K in Q2 2026. 38 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

  • Wedmont Private Capital held 34,851 shares of Ares Capital worth $653K as of Q3 2026.
  • Wedmont Private Capital sold 1,561 Ares Capital shares in Q3 2026, an estimated $30.2K.
  • Ares Capital made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #513 holding.
  • Wedmont Private Capital first reported a position in Ares Capital in Q4 2022 and has held it in 16 quarters since.
  • Wedmont Private Capital's Ares Capital position peaked at $684K in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.