Sargent Investment Group, LLC

Position in ARCC — Ares Capital Corp

CIK 1766157 BETHESDA, MD

Position in ARCC

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$5,211,600

-$511,790 QoQ

Shares Held

289,212

+2.2% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Sargent Investment Group, LLC holds $33,566,073 across 10 Asset Management names. ARCC ranks #3 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CG	Carlyle Group Inc.	303,683	$14,695,220
2	BX	Blackstone Inc.	90,915	$10,454,315
3	ARCC	Ares Capital Corp This page	289,212	$5,211,600
4	RQI	Cohen & Steers Quality Income Realty Fund Inc	129,280	$1,557,824
5	UTF	Cohen & Steers Infrastructure Fund Inc	19,085	$493,919
6	TSLX	Sixth Street Specialty Lending, Inc.	18,400	$338,192
7	GDV	Gabelli Dividend & Income Trust	12,000	$323,160
8	AMP	Ameriprise Financial Inc	553	$245,753

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,211,600	289,212	+2.2%	Shares	Sole	2026-05-11
2025-12-31	$5,723,390	282,916	-2.5%	Shares	Sole	2026-02-13
2025-09-30	$5,921,287	290,117	-2.1%	Shares	Sole	2025-11-14
2025-06-30	$6,506,682	296,297	+12.2%	Shares	Sole	2025-08-14
2025-03-31	$5,853,541	264,149	+0.2%	Shares	Sole	2025-05-05
2024-12-31	$5,769,218	263,555	+2.0%	Shares	Sole	2025-01-27
2024-09-30	$5,411,733	258,440	-2.9%	Shares	Sole	2024-11-06
2024-06-30	$5,548,650	266,250	+3.6%	Shares	Sole	2024-08-09
2024-03-31	$5,349,594	256,945	-6.6%	Shares	Sole	2024-05-10
2023-12-31	$5,507,749	274,975	+4.3%	Shares	Sole	2024-02-05
2023-09-30	$5,131,026	263,535	+5.0%	Shares	Sole	2023-11-13
2023-06-30	$4,714,674	250,914	-6.8%	Shares	Sole	2023-07-31
2023-03-31	$4,917,078	269,134	-3.3%	Shares	Sole	2023-05-02
2022-12-31	$5,142,361	278,417	-1.1%	Shares	Sole	2023-01-31
2022-09-30	$4,750,318	281,417	+1.9%	Shares	Sole	2022-10-27
2022-06-30	$4,953,485	276,268	+0.3%	Shares	Sole	2022-07-26
2022-03-31	$5,768,645	275,353	+5.3%	Shares	Sole	2022-05-06
2021-12-31	$5,539,023	261,398	-2.6%	Shares	Sole	2022-02-11
2021-09-30	$5,456,531	268,398	-3.8%	Shares	Sole	2021-11-12
2021-06-30	$5,464,885	278,963	-1.8%	Shares	Sole	2021-08-05
2021-03-31	$5,315,005	284,073	-3.3%	Shares	Sole	2021-05-04
2020-12-31	$4,959,968	293,663	-26.2%	Shares	Sole	2021-02-10
2020-09-30	$5,552,169	398,005	-8.2%	Shares	Sole	2020-11-12
2020-06-30	$6,264,436	433,525	-0.1%	Shares	Sole	2020-08-11
2020-03-31	$4,678,347	433,984	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.