Sowell Financial Services LLC
Position in ARCC — Ares Capital Corp
CIK 1633697
NORTH LITTLE ROCK, AR
Position in ARCC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$256,603
-$74,027 QoQ
Shares Held
13,848
-24.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#539
of 781 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARCC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sowell Financial Services LLC holds $47,562,599 across 64 Asset Management names. ARCC ranks #35 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTZ |
Blackrock Credit Allocation Income Trust
|
761,468 | $7,782,202 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
122,009 | $5,196,363 | |
| 3 | LIEN |
Chicago Atlantic BDC, Inc.
|
511,387 | $4,996,250 | |
| 4 | FLC |
Flaherty & Crumrine Total Return Fund Inc
|
204,611 | $3,457,925 | |
| 5 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
112,147 | $1,825,753 | |
| 6 | JQC |
Nuveen Credit Strategies Income Fund
|
321,246 | $1,561,255 | |
| 7 | BX |
Blackstone Inc.
|
12,954 | $1,524,297 | |
| 8 | ERC |
Allspring Multi-Sector Income Fund
|
147,782 | $1,361,072 |
All Filings in ARCC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,603 | 13,848 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $330,630 | 18,348 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $374,517 | 18,513 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $309,231 | 15,151 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $327,774 | 14,926 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $819,410 | 36,977 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $820,086 | 37,464 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $762,509 | 36,414 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $742,237 | 35,616 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $728,700 | 35,000 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $688,511 | 34,374 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $615,213 | 31,598 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $777,229 | 41,364 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $733,577 | 40,152 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $765,821 | 41,463 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $626,889 | 37,138 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $661,760 | 36,908 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $460,522 | 21,982 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $578,487 | 27,300 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $312,675 | 15,380 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $222,307 | 11,348 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $466,664 | 24,942 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $345,535 | 20,458 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $304,430 | 21,823 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $476,517 | 32,977 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $333,651 | 30,951 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||