WFC
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Western Financial Corp’s Ares Capital ARCC Stock Holding History

Western Financial Corp’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 		$563K Buy
30,404
+765
+3% +$14.3K 0.17% 97
2026
Q1 		$534K Buy
29,639
+773
+3% +$15K 0.21% 89
2025
Q4 		$584K Buy
28,866
+667
+2% +$13.5K 0.23% 83
2025
Q3 		$576K Buy
28,199
+651
+2% +$14.5K 0.25% 84
2025
Q2 		$605K Buy
27,548
+587
+2% +$12.5K 0.32% 84
2025
Q1 		$597K Buy
26,961
+574
+2% +$13K 0.35% 84
2024
Q4 		$578K Buy
26,387
+564
+2% +$12.2K 0.32% 83
2024
Q3 		$541K Buy
25,823
+579
+2% +$12K 0.31% 82
2024
Q2 		$526K Buy
25,244
+1,133
+5% +$23.7K 0.32% 79
2024
Q1 		$502K Hold
24,111
– – 0.31% 81
2023
Q4 		$483K Buy
24,111
+1,137
+5% +$22.2K 0.32% 82
2023
Q3 		$447K Hold
22,974
– – 0.33% 87
2023
Q2 		$432K Buy
22,974
+569
+3% +$10.5K 0.29% 89
2023
Q1 		$409K Buy
22,405
+571
+3% +$10.8K 0.29% 95
2022
Q4 		$403K Buy
21,834
+542
+3% +$10.2K 0.26% 86
2022
Q3 		$359K Buy
21,292
+524
+3% +$10.1K 0.25% 84
2022
Q2 		$372K Buy
20,768
+509
+3% +$10K 0.26% 82
2022
Q1 		$424K Buy
20,259
+424
+2% +$9.04K 0.25% 77
2021
Q4 		$420K Buy
19,835
+377
+2% +$7.83K 0.22% 72
2021
Q3 		$396K Buy
19,458
+382
+2% +$7.66K 0.23% 71
2021
Q2 		$374K Buy
19,076
+382
+2% +$7.4K 0.2% 70
2021
Q1 		$350K Buy
18,694
+388
+2% +$6.98K 0.21% 68
2020
Q4 		$309K Buy
+18,306
New +$284K 0.2% 68

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
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
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Western Financial Corp's ARCC Position: Q2 2026 in Review

Western Financial Corp increased its Ares Capital (ARCC) stake by 2.6% in Q2 2026, buying an estimated $14.3K and bringing the position to 30,404 shares worth $563K. The position accounts for 0.17% of the portfolio, ranked #97.

Western Financial Corp first reported a position in ARCC in Q4 2020 and has held it in 23 quarters since. The position peaked at $605K in Q2 2025. 353 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Western Financial Corp held 30,404 shares of Ares Capital worth $563K as of Q2 2026.
  • Western Financial Corp bought 765 Ares Capital shares in Q2 2026, an estimated $14.3K.
  • Ares Capital made up 0.17% of Western Financial Corp's portfolio in Q2 2026, its #97 holding.
  • Western Financial Corp first reported a position in Ares Capital in Q4 2020 and has held it in 23 quarters since.
  • Western Financial Corp's Ares Capital position peaked at $605K in Q2 2025.
  • 353 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.