Bouchey Financial Group’s Ares Capital ARCC Stock Holding History

Bouchey Financial Group’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 Q1	–	Sell	-22,331	Closed	-$489K	–	140
2024 Q4	$489K	Hold	22,331	–	–	0.04%	76
2024 Q3	$468K	Hold	22,331	–	–	0.04%	89
2024 Q2	$465K	Hold	22,331	–	–	0.04%	84
2024 Q1	$465K	Hold	22,331	–	–	0.05%	82
2023 Q4	$447K	Hold	22,331	–	–	0.05%	83
2023 Q3	$435K	Hold	22,331	–	–	0.05%	73
2023 Q2	$420K	Hold	22,331	–	–	0.05%	72
2023 Q1	$408K	Buy	+22,331	New	+$422K	0.05%	65

Other funds holding ARCC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Bouchey Financial Group's ARCC Position: Q1 2025 in Review

Bouchey Financial Group sold out of Ares Capital (ARCC) in Q1 2025, closing a stake of 22,331 shares — an estimated $489K sold.

Bouchey Financial Group first reported a position in ARCC in Q1 2023 and held it in 8 quarters. The position peaked at $489K in Q4 2024. 828 funds tracked by Wall St. Rank hold ARCC as of Q1 2025.

Bouchey Financial Group reported no remaining Ares Capital position as of Q1 2025 after selling out during the quarter.
Bouchey Financial Group sold 22,331 Ares Capital shares in Q1 2025, an estimated $489K.
Bouchey Financial Group first reported a position in Ares Capital in Q1 2023 and held it in 8 quarters.
Bouchey Financial Group's Ares Capital position peaked at $489K in Q4 2024.
828 funds tracked by Wall St. Rank held Ares Capital as of Q1 2025.

Based on Bouchey Financial Group's 13F filing for Q1 2025, filed 9 May 2025.