Mid-American Wealth Advisory Group’s Ares Capital ARCC Stock Holding History

Mid-American Wealth Advisory Group’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	–	Sell	-27	Closed	-$593	–	72
2025 Q2	$593	Buy	+27	New	+$574	﹤0.01%	307
2023 Q3	–	Sell	-96,071	Closed	-$1.85M	–	44
2023 Q2	$1.85M	Buy	+96,071	New	+$1.77M	1.44%	20
2022 Q1	$2.39M	Sell	114,033 -11,818	-9%	-$252K	1.87%	18
2021 Q4	$2.67M	Buy	+125,851	New	+$2.61M	2.14%	15

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 London, United Kingdom $480B AUM 42.84% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mid-American Wealth Advisory Group's ARCC Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Ares Capital (ARCC) in Q3 2025, closing a stake of 27 shares — an estimated $593 sold.

Mid-American Wealth Advisory Group first reported a position in ARCC in Q4 2021 and held it in 4 quarters. The position peaked at $2.67M in Q4 2021. 790 funds tracked by Wall St. Rank hold ARCC as of Q3 2025.

Mid-American Wealth Advisory Group reported no remaining Ares Capital position as of Q3 2025 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 27 Ares Capital shares in Q3 2025, an estimated $593.
Mid-American Wealth Advisory Group first reported a position in Ares Capital in Q4 2021 and held it in 4 quarters.
Mid-American Wealth Advisory Group's Ares Capital position peaked at $2.67M in Q4 2021.
790 funds tracked by Wall St. Rank held Ares Capital as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.