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West Branch Capital’s Ares Capital ARCC Stock Holding History

West Branch 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 		$5.08K Hold
274
– – ﹤0.01% 271
2026
Q1 		$4.94K Hold
274
– – ﹤0.01% 275
2025
Q4 		$5.54K Hold
274
– – ﹤0.01% 304
2025
Q3 		$5.59K Hold
274
– – ﹤0.01% 322
2025
Q2 		$6.02K Hold
274
– – ﹤0.01% 318
2025
Q1 		$6.07K Hold
274
– – ﹤0.01% 327
2024
Q4 		$6K Hold
274
– – ﹤0.01% 323
2024
Q3 		$5.74K Hold
274
– – ﹤0.01% 329
2024
Q2 		$5.71K Hold
274
– – ﹤0.01% 320
2024
Q1 		$5.71K Hold
274
– – ﹤0.01% 323
2023
Q4 		$5.49K Hold
274
– – ﹤0.01% 324
2023
Q3 		$5.33K Hold
274
– – ﹤0.01% 332
2023
Q2 		$5.15K Hold
274
– – ﹤0.01% 342
2023
Q1 		$5.01K Hold
274
– – ﹤0.01% 354
2022
Q4 		$5.06K Hold
274
– – ﹤0.01% 339
2022
Q3 		$5K Hold
274
– – ﹤0.01% 339
2022
Q2 		$5K Hold
274
– – ﹤0.01% 327
2022
Q1 		$6K Hold
274
– – ﹤0.01% 335
2021
Q4 		$6K Hold
274
– – ﹤0.01% 364
2021
Q3 		$6K Hold
274
– – ﹤0.01% 338
2021
Q2 		$5K Buy
+274
New +$5.31K ﹤0.01% 371

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
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
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
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

West Branch Capital's ARCC Position: Q2 2026 in Review

West Branch Capital held its Ares Capital (ARCC) position steady in Q2 2026 at 274 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

West Branch Capital first reported a position in ARCC in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.07K in Q1 2025. 192 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • West Branch Capital held 274 shares of Ares Capital worth $5.08K as of Q2 2026.
  • West Branch Capital left its Ares Capital share count unchanged in Q2 2026.
  • Ares Capital made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #271 holding.
  • West Branch Capital first reported a position in Ares Capital in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's Ares Capital position peaked at $6.07K in Q1 2025.
  • 192 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.