Financial Gravity Companies’s Ares Capital ARCC Stock Holding History

Financial Gravity Companies’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	$1.38M	Buy	+63,054	New	+$1.34M	0.27%	71
2024 Q4	$1.54M	Buy	+70,406	New	+$1.52M	0.35%	69
2018 Q4	$0	Buy	+12	New	+$199	﹤0.01%	1360
2018 Q1	$5K	Buy	318 +125	+65%	+$1.98K	0.01%	717
2017 Q4	$3K	Buy	+193	New	+$3.13K	﹤0.01%	818

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

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

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

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIM

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

Financial Gravity Companies's ARCC Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Ares Capital (ARCC) in Q2 2025: 63,054 shares worth $1.38M. The stake represents 0.27% of the portfolio and ranks #71 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ARCC as recently as Q4 2024.

Financial Gravity Companies first reported a position in ARCC in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.54M in Q4 2024. 835 funds tracked by Wall St. Rank hold ARCC as of Q2 2025.

Financial Gravity Companies held 63,054 shares of Ares Capital worth $1.38M as of Q2 2025.
Ares Capital was a new Financial Gravity Companies position in Q2 2025.
Ares Capital made up 0.27% of Financial Gravity Companies's portfolio in Q2 2025, its #71 holding.
Financial Gravity Companies first reported a position in Ares Capital in Q4 2017 and has held it in 5 quarters since.
Financial Gravity Companies's Ares Capital position peaked at $1.54M in Q4 2024.
835 funds tracked by Wall St. Rank held Ares Capital as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.