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Loring Wolcott & Coolidge Fiduciary Advisors’s Ares Capital ARCC Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		– Sell
-100
Closed -$2.08K – 526
2025
Q1 		$2.08K Buy
+100
New +$2.27K ﹤0.01% 520
2018
Q1 		– Sell
-1,191
Closed -$19K – 726
2017
Q4 		$19K Buy
+1,191
New +$19.3K ﹤0.01% 523

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 $5.53B AUM 35.1% 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 $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ARCC Position: Q2 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Ares Capital (ARCC) in Q2 2025, closing a stake of 100 shares — an estimated $2.08K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ARCC in Q4 2017 and held it in 2 quarters. The position peaked at $19K in Q4 2017. 836 funds tracked by Wall St. Rank hold ARCC as of Q2 2025.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Ares Capital position as of Q2 2025 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 100 Ares Capital shares in Q2 2025, an estimated $2.08K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Ares Capital in Q4 2017 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Ares Capital position peaked at $19K in Q4 2017.
  • 836 funds tracked by Wall St. Rank held Ares Capital as of Q2 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.