Koss-Olinger Consulting’s Ares Capital ARCC Stock Holding History

Koss-Olinger Consulting’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	-11,535	Closed	-$253K	–	273
2025 Q3	$253K	Hold	11,535	–	–	0.02%	278
2025 Q2	$253K	Buy	+11,535	New	+$245K	0.02%	283
2024 Q2	–	Sell	-62,651	Closed	-$1.3M	–	271
2024 Q1	$1.3M	Buy	+62,651	New	+$1.27M	0.71%	32

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

Koss-Olinger Consulting's ARCC Position: Q4 2025 in Review

Koss-Olinger Consulting sold out of Ares Capital (ARCC) in Q4 2025, closing a stake of 11,535 shares — an estimated $253K sold.

Koss-Olinger Consulting first reported a position in ARCC in Q1 2024 and held it in 3 quarters. The position peaked at $1.3M in Q1 2024. 833 funds tracked by Wall St. Rank hold ARCC as of Q4 2025.

Koss-Olinger Consulting reported no remaining Ares Capital position as of Q4 2025 after selling out during the quarter.
Koss-Olinger Consulting sold 11,535 Ares Capital shares in Q4 2025, an estimated $253K.
Koss-Olinger Consulting first reported a position in Ares Capital in Q1 2024 and held it in 3 quarters.
Koss-Olinger Consulting's Ares Capital position peaked at $1.3M in Q1 2024.
833 funds tracked by Wall St. Rank held Ares Capital as of Q4 2025.

Based on Koss-Olinger Consulting's 13F filing for Q4 2025, filed 10 Feb 2026.