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Welch Financial Planning’s Ares Capital ARCC Stock Holding History

Welch Financial Planning’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 		$2.06M Buy
110,981
+69,146
+165% +$1.29M 1.2% 20
2026
Q1 		$754K Sell
41,835
-1,407
-3% -$27.2K 0.54% 31
2025
Q4 		$875K Buy
+43,242
New +$872K 0.64% 28

Other funds holding ARCC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Welch Financial Planning's ARCC Position: Q2 2026 in Review

Welch Financial Planning increased its Ares Capital (ARCC) stake by 165% in Q2 2026, buying an estimated $1.29M and bringing the position to 110,981 shares worth $2.06M. The position accounts for 1.2% of the portfolio, ranked #20.

Welch Financial Planning first reported a position in ARCC in Q4 2025 and has held it in 3 quarters since. 449 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Welch Financial Planning held 110,981 shares of Ares Capital worth $2.06M as of Q2 2026.
  • Welch Financial Planning bought 69,146 Ares Capital shares in Q2 2026, an estimated $1.29M.
  • Ares Capital made up 1.2% of Welch Financial Planning's portfolio in Q2 2026, its #20 holding.
  • Welch Financial Planning first reported a position in Ares Capital in Q4 2025 and has held it in 3 quarters since.
  • 449 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.