Grimes & Company’s Ares Capital ARCC Stock Holding History

Grimes & Company’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	-14,502	Closed	-$318K	–	451
2025 Q2	$318K	Buy	+14,502	New	+$308K	0.01%	327
2025 Q1	–	Sell	-17,625	Closed	-$386K	–	370
2024 Q4	$386K	Buy	17,625 +4,408	+33%	+$95.1K	0.01%	279
2024 Q3	$277K	Buy	13,217 +3,320	+34%	+$69K	0.01%	304
2024 Q2	$206K	Buy	+9,897	New	+$207K	0.01%	326

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

Grimes & Company's ARCC Position: Q3 2025 in Review

Grimes & Company sold out of Ares Capital (ARCC) in Q3 2025, closing a stake of 14,502 shares — an estimated $318K sold.

Grimes & Company first reported a position in ARCC in Q2 2024 and held it in 4 quarters. The position peaked at $386K in Q4 2024. 790 funds tracked by Wall St. Rank hold ARCC as of Q3 2025.

Grimes & Company reported no remaining Ares Capital position as of Q3 2025 after selling out during the quarter.
Grimes & Company sold 14,502 Ares Capital shares in Q3 2025, an estimated $318K.
Grimes & Company first reported a position in Ares Capital in Q2 2024 and held it in 4 quarters.
Grimes & Company's Ares Capital position peaked at $386K in Q4 2024.
790 funds tracked by Wall St. Rank held Ares Capital as of Q3 2025.

Based on Grimes & Company's 13F filing for Q3 2025, filed 27 Oct 2025.