Kapitalo Investimentos’s Ares Capital ARCC Stock Holding History

Kapitalo Investimentos’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 Q1	–	Sell	-14,478	Closed	-$317K	–	99
2024 Q4	$317K	Buy	+14,478	New	+$312K	0.21%	42
2024 Q2	–	Sell	-21,190	Closed	-$441K	–	174
2024 Q1	$441K	Sell	21,190 -3,693	-15%	-$74.8K	0.1%	101
2023 Q4	$498K	Buy	24,883 +11,556	+87%	+$225K	0.1%	102
2023 Q3	$259K	Buy	13,327 +10,791	+426%	+$209K	0.04%	223
2023 Q2	$47.7K	Buy	+2,536	New	+$46.8K	0.01%	404

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

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

CIM

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Kapitalo Investimentos's ARCC Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Ares Capital (ARCC) in Q1 2025, closing a stake of 14,478 shares — an estimated $317K sold.

Kapitalo Investimentos first reported a position in ARCC in Q2 2023 and held it in 5 quarters. The position peaked at $498K in Q4 2023. 828 funds tracked by Wall St. Rank hold ARCC as of Q1 2025.

Kapitalo Investimentos reported no remaining Ares Capital position as of Q1 2025 after selling out during the quarter.
Kapitalo Investimentos sold 14,478 Ares Capital shares in Q1 2025, an estimated $317K.
Kapitalo Investimentos first reported a position in Ares Capital in Q2 2023 and held it in 5 quarters.
Kapitalo Investimentos's Ares Capital position peaked at $498K in Q4 2023.
828 funds tracked by Wall St. Rank held Ares Capital as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.