AAS
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Ameritas Advisory Services’s Ares Capital ARCC Stock Holding History

Ameritas Advisory Services’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
Q4 		– Sell
-400
Closed -$8.16K – 983
2025
Q3 		$8.16K Sell
400
-3,140
-89% -$69.8K ﹤0.01% 1724
2025
Q2 		$77.7K Buy
+3,540
New +$75.3K ﹤0.01% 1091
2024
Q2 		– Sell
-17,821
Closed -$368K – 900
2024
Q1 		$368K Buy
+17,821
New +$361K 0.02% 641
2023
Q4 		– Sell
-22,619
Closed -$436K – 681
2023
Q3 		$436K Buy
22,619
+11,113
+97% +$215K 0.02% 534
2023
Q2 		$220K Buy
11,506
+5,043
+78% +$93.1K 0.03% 501
2023
Q1 		$119K Sell
6,463
-3,763
-37% -$71.1K 0.01% 934
2022
Q4 		$189K Buy
+10,226
New +$192K 0.01% 831

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameritas Advisory Services's ARCC Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Ares Capital (ARCC) in Q4 2025, closing a stake of 400 shares — an estimated $8.16K sold.

Ameritas Advisory Services first reported a position in ARCC in Q4 2022 and held it in 7 quarters. The position peaked at $436K in Q3 2023. 830 funds tracked by Wall St. Rank hold ARCC as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Ares Capital position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 400 Ares Capital shares in Q4 2025, an estimated $8.16K.
  • Ameritas Advisory Services first reported a position in Ares Capital in Q4 2022 and held it in 7 quarters.
  • Ameritas Advisory Services's Ares Capital position peaked at $436K in Q3 2023.
  • 830 funds tracked by Wall St. Rank held Ares Capital as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.