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My Legacy Advisors’s Ares Capital ARCC Stock Holding History

My Legacy 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
Q1 		– Sell
-9,006
Closed -$204K – 206
2024
Q4 		$204K Sell
9,006
-2,013
-18% -$43.4K 0.08% 196
2024
Q3 		$231K Sell
11,019
-1,229
-10% -$25.5K 0.09% 186
2024
Q2 		$255K Sell
12,248
-1,825
-13% -$38.1K 0.08% 193
2024
Q1 		$293K Sell
14,073
-41,669
-75% -$844K 0.1% 192
2023
Q4 		$1.13M Sell
55,742
-720
-1% -$14K 0.41% 69
2023
Q3 		$1.07M Buy
56,462
+2,340
+4% +$45.4K 0.43% 68
2023
Q2 		$1.05M Buy
54,122
+4,015
+8% +$74.2K 0.41% 70
2023
Q1 		$899K Buy
50,107
+2,553
+5% +$48.3K 0.39% 84
2022
Q4 		$936K Buy
47,554
+5,015
+12% +$94.2K 0.4% 86
2022
Q3 		$753K Buy
42,539
+3,010
+8% +$58.2K 0.38% 88
2022
Q2 		$744K Buy
39,529
+4,915
+14% +$96.9K 0.37% 95
2022
Q1 		$725K Buy
+34,614
New +$738K 0.34% 103

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
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

My Legacy Advisors's ARCC Position: Q1 2025 in Review

My Legacy Advisors sold out of Ares Capital (ARCC) in Q1 2025, closing a stake of 9,006 shares — an estimated $204K sold.

My Legacy Advisors first reported a position in ARCC in Q1 2022 and held it in 12 quarters. The position peaked at $1.13M in Q4 2023. 831 funds tracked by Wall St. Rank hold ARCC as of Q1 2025.

  • My Legacy Advisors reported no remaining Ares Capital position as of Q1 2025 after selling out during the quarter.
  • My Legacy Advisors sold 9,006 Ares Capital shares in Q1 2025, an estimated $204K.
  • My Legacy Advisors first reported a position in Ares Capital in Q1 2022 and held it in 12 quarters.
  • My Legacy Advisors's Ares Capital position peaked at $1.13M in Q4 2023.
  • 831 funds tracked by Wall St. Rank held Ares Capital as of Q1 2025.

Based on My Legacy Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.