FW
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FullCircle Wealth’s Ares Capital ARCC Stock Holding History

FullCircle Wealth’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 		$387K Hold
19,071
– – 0.14% 166
2025
Q2 		$427K Hold
19,071
– – 0.16% 157
2025
Q1 		$405K Buy
+19,071
New +$433K 0.17% 142

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 $1.56T 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
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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FullCircle Wealth's ARCC Position: Q3 2025 in Review

FullCircle Wealth held its Ares Capital (ARCC) position steady in Q3 2025 at 19,071 shares worth $387K. The position accounts for 0.14% of the portfolio, ranked #166.

FullCircle Wealth first reported a position in ARCC in Q1 2025 and has held it in 3 quarters since. The position peaked at $427K in Q2 2025. 788 funds tracked by Wall St. Rank hold ARCC as of Q3 2025.

  • FullCircle Wealth held 19,071 shares of Ares Capital worth $387K as of Q3 2025.
  • FullCircle Wealth left its Ares Capital share count unchanged in Q3 2025.
  • Ares Capital made up 0.14% of FullCircle Wealth's portfolio in Q3 2025, its #166 holding.
  • FullCircle Wealth first reported a position in Ares Capital in Q1 2025 and has held it in 3 quarters since.
  • FullCircle Wealth's Ares Capital position peaked at $427K in Q2 2025.
  • 788 funds tracked by Wall St. Rank held Ares Capital as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.