FORA Capital’s Ares Capital ARCC Stock Holding History

FORA Capital’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	–	Sell	-11,752	Closed	-$240K	–	434
2025 Q3	$240K	Sell	11,752 -12,764	-52%	-$284K	0.04%	415
2025 Q2	$538K	Sell	24,516 -16,504	-40%	-$351K	0.06%	315
2025 Q1	$909K	Buy	+41,020	New	+$931K	0.09%	243
2024 Q4	–	Sell	-80,812	Closed	-$1.69M	–	389
2024 Q3	$1.69M	Buy	+80,812	New	+$1.68M	0.2%	148

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FORA Capital's ARCC Position: Q4 2025 in Review

FORA Capital sold out of Ares Capital (ARCC) in Q4 2025, closing a stake of 11,752 shares — an estimated $240K sold.

FORA Capital first reported a position in ARCC in Q3 2024 and held it in 4 quarters. The position peaked at $1.69M in Q3 2024. 833 funds tracked by Wall St. Rank hold ARCC as of Q4 2025.

FORA Capital reported no remaining Ares Capital position as of Q4 2025 after selling out during the quarter.
FORA Capital sold 11,752 Ares Capital shares in Q4 2025, an estimated $240K.
FORA Capital first reported a position in Ares Capital in Q3 2024 and held it in 4 quarters.
FORA Capital's Ares Capital position peaked at $1.69M in Q3 2024.
833 funds tracked by Wall St. Rank held Ares Capital as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.