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Legacy Investment Solutions’s Ares Capital ARCC Stock Holding History

Legacy Investment Solutions’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
Q2 		$1.96K Buy
+89
New +$1.89K ﹤0.01% 520
2024
Q4 		$2.02K Sell
89
-2
-2% -$43 ﹤0.01% 498
2024
Q3 		$1.96K Buy
+91
New +$1.89K ﹤0.01% 483

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

Legacy Investment Solutions's ARCC Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Ares Capital (ARCC) in Q2 2025: 89 shares worth $1.96K. The stake represents ﹤0.01% of the portfolio and ranks #520 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in ARCC as recently as Q4 2024.

Legacy Investment Solutions first reported a position in ARCC in Q3 2024 and has held it in 3 quarters since. The position peaked at $2.02K in Q4 2024. 835 funds tracked by Wall St. Rank hold ARCC as of Q2 2025.

  • Legacy Investment Solutions held 89 shares of Ares Capital worth $1.96K as of Q2 2025.
  • Ares Capital was a new Legacy Investment Solutions position in Q2 2025.
  • Ares Capital made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #520 holding.
  • Legacy Investment Solutions first reported a position in Ares Capital in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Ares Capital position peaked at $2.02K in Q4 2024.
  • 835 funds tracked by Wall St. Rank held Ares Capital as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.