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CBIZ Investment Advisory Services’s Ares Capital ARCC Stock Holding History

CBIZ Investment 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 		– Hold
0
– – – 768
2025
Q3 		– Hold
0
– – – 664
2025
Q2 		– Sell
-139
Closed -$2.96K – 738
2025
Q1 		$3.09K Hold
139
– – ﹤0.01% 435
2024
Q4 		$3.05K Hold
139
– – ﹤0.01% 351
2024
Q3 		$2.92K Buy
139
+3
+2% +$62 ﹤0.01% 325
2024
Q2 		$2.84K Buy
136
+3
+2% +$63 ﹤0.01% 323
2024
Q1 		$2.77K Buy
+133
New +$2.69K ﹤0.01% 295

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Legal & General Group
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CBIZ Investment Advisory Services's ARCC Position: Q4 2025 in Review

CBIZ Investment Advisory Services held its Ares Capital (ARCC) position steady in Q4 2025 at 0 shares worth $5. The position accounts for ﹤0.01% of the portfolio, ranked #768.

CBIZ Investment Advisory Services first reported a position in ARCC in Q1 2024 and has held it in 5 quarters since. The position peaked at $3.09K in Q1 2025. 833 funds tracked by Wall St. Rank hold ARCC as of Q4 2025.

  • CBIZ Investment Advisory Services held 0 shares of Ares Capital worth $5 as of Q4 2025.
  • CBIZ Investment Advisory Services left its Ares Capital share count unchanged in Q4 2025.
  • Ares Capital made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q4 2025, its #768 holding.
  • CBIZ Investment Advisory Services first reported a position in Ares Capital in Q1 2024 and has held it in 5 quarters since.
  • CBIZ Investment Advisory Services's Ares Capital position peaked at $3.09K in Q1 2025.
  • 833 funds tracked by Wall St. Rank held Ares Capital as of Q4 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2025, filed 9 Feb 2026.