Congress Wealth Management’s Ares Capital ARCC Stock Holding History

Congress Wealth Management’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	$12.7M	Buy	579,322 +155,477	+37%	+$3.31M	0.12%	198
2025 Q1	$9.39M	Buy	423,845 +280,973	+197%	+$6.38M	0.11%	216
2024 Q4	$3.13M	Sell	142,872 -113,075	-44%	-$2.44M	0.04%	349
2024 Q3	$5.36M	Buy	255,947 +57,367	+29%	+$1.19M	0.07%	284
2024 Q2	$4.14M	Buy	+198,580	New	+$4.15M	0.07%	272

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

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

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

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

GAM

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 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

CIM

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

Congress Wealth Management's ARCC Position: Q2 2025 in Review

Congress Wealth Management increased its Ares Capital (ARCC) stake by 37% in Q2 2025, buying an estimated $3.31M and bringing the position to 579,322 shares worth $12.7M. The position accounts for 0.12% of the portfolio, ranked #198.

Congress Wealth Management first reported a position in ARCC in Q2 2024 and has held it in 5 quarters since. 836 funds tracked by Wall St. Rank hold ARCC as of Q2 2025.

Congress Wealth Management held 579,322 shares of Ares Capital worth $12.7M as of Q2 2025.
Congress Wealth Management bought 155,477 Ares Capital shares in Q2 2025, an estimated $3.31M.
Ares Capital made up 0.12% of Congress Wealth Management's portfolio in Q2 2025, its #198 holding.
Congress Wealth Management first reported a position in Ares Capital in Q2 2024 and has held it in 5 quarters since.
836 funds tracked by Wall St. Rank held Ares Capital as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.