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Lowe Wealth Advisors’s Ares Capital ARCC Stock Holding History

Lowe Wealth 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
Q3 		$14.9K Sell
729
-100
-12% -$2.22K 0.01% 232
2025
Q2 		$18.2K Hold
829
– – 0.01% 209
2025
Q1 		$18.4K Hold
829
– – 0.01% 203
2024
Q4 		$18.1K Buy
829
+529
+176% +$11.4K 0.01% 194
2024
Q3 		$6.28K Buy
300
+100
+50% +$2.08K ﹤0.01% 246
2024
Q2 		$4.17K Buy
+200
New +$4.18K ﹤0.01% 256

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lowe Wealth Advisors's ARCC Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its Ares Capital (ARCC) stake by 12% in Q3 2025, selling an estimated $2.22K and leaving 729 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #232.

Lowe Wealth Advisors first reported a position in ARCC in Q2 2024 and has held it in 6 quarters since. The position peaked at $18.4K in Q1 2025. 790 funds tracked by Wall St. Rank hold ARCC as of Q3 2025.

  • Lowe Wealth Advisors held 729 shares of Ares Capital worth $14.9K as of Q3 2025.
  • Lowe Wealth Advisors sold 100 Ares Capital shares in Q3 2025, an estimated $2.22K.
  • Ares Capital made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #232 holding.
  • Lowe Wealth Advisors first reported a position in Ares Capital in Q2 2024 and has held it in 6 quarters since.
  • Lowe Wealth Advisors's Ares Capital position peaked at $18.4K in Q1 2025.
  • 790 funds tracked by Wall St. Rank held Ares Capital as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.