AFO
ARCC icon

Allie Family Office’s Ares Capital ARCC Stock Holding History

Allie Family Office’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
2025
Q3 		– Sell
-10,500
Closed -$231K – 103
2025
Q2 		$231K Hold
10,500
– – 0.11% 78
2025
Q1 		$233K Hold
10,500
– – 0.13% 83
2024
Q4 		$230K Hold
10,500
– – 0.13% 82
2024
Q3 		$220K Hold
10,500
– – 0.12% 81
2024
Q2 		$219K Hold
10,500
– – 0.13% 76
2024
Q1 		$219K Hold
10,500
– – 0.13% 75
2023
Q4 		$210K Hold
10,500
– – 0.15% 68
2023
Q3 		$204K Hold
10,500
– – 0.17% 61
2023
Q2 		$197K Hold
10,500
– – 0.14% 69
2023
Q1 		$192K Hold
10,500
– – 0.14% 70
2022
Q4 		$194K Hold
10,500
– – 0.16% 74
2022
Q3 		$177K Hold
10,500
– – 0.15% 68
2022
Q2 		$188K Buy
+10,500
New +$207K 0.15% 71

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JP Morgan Chase
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GAM
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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return