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Atria Wealth Solutions’s Ares Capital ARCC Stock Holding History

Atria Wealth Solutions’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
Q2 		$831K Sell
37,713
-107,498
-74% -$2.29M 0.02% 718
2025
Q1 		$3.22M Sell
145,211
-19,898
-12% -$452K 0.04% 467
2024
Q4 		$3.61M Buy
165,109
+11,483
+7% +$248K 0.04% 446
2024
Q3 		$3.22M Sell
153,626
-6,486
-4% -$135K 0.04% 475
2024
Q2 		$3.34M Buy
160,112
+25,753
+19% +$538K 0.04% 450
2024
Q1 		$2.86M Buy
134,359
+15,474
+13% +$313K 0.03% 510
2023
Q4 		$2.38M Buy
118,885
+2,052
+2% +$40K 0.03% 551
2023
Q3 		$2.27M Buy
116,833
+8,327
+8% +$161K 0.03% 516
2023
Q2 		$2.04M Sell
108,506
-12,761
-11% -$236K 0.03% 556
2023
Q1 		$2.22M Buy
121,267
+19,734
+19% +$373K 0.03% 510
2022
Q4 		$1.88M Buy
101,533
+21,398
+27% +$402K 0.03% 542
2022
Q3 		$1.35M Buy
80,135
+63,891
+393% +$1.24M 0.02% 614
2022
Q2 		$291K Sell
16,244
-64,490
-80% -$1.27M 0.01% 1225
2022
Q1 		$1.69M Buy
+80,734
New +$1.72M 0.03% 534

Other funds holding ARCC

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return