Emergent Wealth Advisors’s Ares Capital ARCC Stock Holding History

Emergent Wealth 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 Q3	–	Sell	-9,667	Closed	-$212K	–	125
2025 Q2	$212K	Sell	9,667 -200	-2%	-$4.25K	0.14%	108
2025 Q1	$219K	Hold	9,867	–	–	0.16%	97
2024 Q4	$216K	Hold	9,867	–	–	0.16%	104
2024 Q3	$207K	Hold	9,867	–	–	0.15%	104
2024 Q2	$206K	Hold	9,867	–	–	0.17%	100
2024 Q1	$205K	Sell	9,867 -10,717	-52%	-$217K	0.18%	100
2023 Q4	$412K	Buy	+20,584	New	+$401K	0.38%	50

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Emergent Wealth Advisors's ARCC Position: Q3 2025 in Review

Emergent Wealth Advisors sold out of Ares Capital (ARCC) in Q3 2025, closing a stake of 9,667 shares — an estimated $212K sold.

Emergent Wealth Advisors first reported a position in ARCC in Q4 2023 and held it in 7 quarters. The position peaked at $412K in Q4 2023. 791 funds tracked by Wall St. Rank hold ARCC as of Q3 2025.

Emergent Wealth Advisors reported no remaining Ares Capital position as of Q3 2025 after selling out during the quarter.
Emergent Wealth Advisors sold 9,667 Ares Capital shares in Q3 2025, an estimated $212K.
Emergent Wealth Advisors first reported a position in Ares Capital in Q4 2023 and held it in 7 quarters.
Emergent Wealth Advisors's Ares Capital position peaked at $412K in Q4 2023.
791 funds tracked by Wall St. Rank held Ares Capital as of Q3 2025.

Based on Emergent Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.