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Financial Advocates Investment Management’s Ares Capital ARCC Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-10,014
Closed -$220K – 127
2025
Q2 		$220K Sell
10,014
-9,199
-48% -$196K 0.02% 568
2025
Q1 		$426K Sell
19,213
-1,700
-8% -$38.6K 0.03% 460
2024
Q4 		$458K Buy
20,913
+2,450
+13% +$52.9K 0.03% 478
2024
Q3 		$387K Buy
18,463
+1,200
+7% +$24.9K 0.02% 537
2024
Q2 		$360K Sell
17,263
-29
-0.2% -$606 0.02% 529
2024
Q1 		$360K Sell
17,292
-498
-3% -$10.1K 0.02% 535
2023
Q4 		$356K Sell
17,790
-1,205
-6% -$23.5K 0.02% 502
2023
Q3 		$370K Sell
18,995
-1,897
-9% -$36.8K 0.03% 478
2023
Q2 		$393K Sell
20,892
-3,123
-13% -$57.7K 0.03% 453
2023
Q1 		$439K Buy
24,015
+5,403
+29% +$102K 0.03% 456
2022
Q4 		$344K Buy
18,612
+1,477
+9% +$27.7K 0.03% 524
2022
Q3 		$289K Buy
17,135
+1,762
+11% +$34.1K 0.02% 555
2022
Q2 		$276K Sell
15,373
-10,112
-40% -$199K 0.02% 534
2022
Q1 		$534K Buy
25,485
+1,380
+6% +$29.4K 0.04% 421
2021
Q4 		$511K Buy
24,105
+2,598
+12% +$54K 0.03% 483
2021
Q3 		$437K Sell
21,507
-7,843
-27% -$157K 0.03% 504
2021
Q2 		$575K Sell
29,350
-493
-2% -$9.55K 0.04% 453
2021
Q1 		$558K Buy
29,843
+1,438
+5% +$25.9K 0.04% 455
2020
Q4 		$480K Hold
28,405
– – 0.03% 459
2020
Q3 		$396K Buy
28,405
+1,932
+7% +$27.5K 0.03% 419
2020
Q2 		$383K Buy
+26,473
New +$357K 0.04% 410
2019
Q4 		– Sell
-35,204
Closed -$1.39M – 512
2019
Q3 		$1.39M Buy
+35,204
New +$653K 0.16% 144

Other funds holding ARCC

Morgan Stanley
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 $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
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
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Advocates Investment Management's ARCC Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Ares Capital (ARCC) in Q3 2025, closing a stake of 10,014 shares — an estimated $220K sold.

Financial Advocates Investment Management first reported a position in ARCC in Q3 2019 and held it in 22 quarters. The position peaked at $1.39M in Q3 2019. 789 funds tracked by Wall St. Rank hold ARCC as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Ares Capital position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,014 Ares Capital shares in Q3 2025, an estimated $220K.
  • Financial Advocates Investment Management first reported a position in Ares Capital in Q3 2019 and held it in 22 quarters.
  • Financial Advocates Investment Management's Ares Capital position peaked at $1.39M in Q3 2019.
  • 789 funds tracked by Wall St. Rank held Ares Capital as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.