Aptus Capital Advisors’s Ares Capital ARCC Stock Holding History

Aptus Capital Advisors’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	-71,209	Closed	-$1.45M	–	1668
2025 Q3	$1.45M	Buy	71,209 +5,227	+8%	+$116K	0.01%	491
2025 Q2	$1.45M	Sell	65,982 -8,009	-11%	-$170K	0.01%	472
2025 Q1	$1.64M	Buy	73,991 +717	+1%	+$16.3K	0.02%	425
2024 Q4	$1.6M	Buy	73,274 +15,869	+28%	+$342K	0.02%	434
2024 Q3	$1.2M	Buy	57,405 +1,410	+3%	+$29.3K	0.02%	378
2024 Q2	$1.17M	Sell	55,995 -1,683	-3%	-$35.2K	0.02%	369
2024 Q1	$1.2M	Sell	57,678 -732	-1%	-$14.8K	0.02%	368
2023 Q4	$1.17M	Sell	58,410 -1,057	-2%	-$20.6K	0.03%	271
2023 Q3	$1.16M	Buy	+59,467	New	+$1.15M	0.03%	285

Other funds holding ARCC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aptus Capital Advisors's ARCC Position: Q4 2025 in Review

Aptus Capital Advisors sold out of Ares Capital (ARCC) in Q4 2025, closing a stake of 71,209 shares — an estimated $1.45M sold.

Aptus Capital Advisors first reported a position in ARCC in Q3 2023 and held it in 9 quarters. The position peaked at $1.64M in Q1 2025. 833 funds tracked by Wall St. Rank hold ARCC as of Q4 2025.

Aptus Capital Advisors reported no remaining Ares Capital position as of Q4 2025 after selling out during the quarter.
Aptus Capital Advisors sold 71,209 Ares Capital shares in Q4 2025, an estimated $1.45M.
Aptus Capital Advisors first reported a position in Ares Capital in Q3 2023 and held it in 9 quarters.
Aptus Capital Advisors's Ares Capital position peaked at $1.64M in Q1 2025.
833 funds tracked by Wall St. Rank held Ares Capital as of Q4 2025.

Based on Aptus Capital Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.