Oliver Lagore Vanvalin Investment Group’s Ares Capital ARCC Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$94.7K	Buy	+4,275	New	+$90.9K	0.04%	187
2024 Q4	$93.6K	Hold	4,275	–	–	0.02%	184
2024 Q3	$89.5K	Hold	4,275	–	–	0.02%	181
2024 Q2	$89.1K	Buy	4,275 +25	+0.6%	+$522	0.03%	179
2024 Q1	$88.5K	Hold	4,250	–	–	0.03%	186
2023 Q4	$85.1K	Hold	4,250	–	–	0.03%	164
2023 Q3	$82.7K	Buy	4,250 +350	+9%	+$6.79K	0.03%	187
2023 Q2	$73.3K	Hold	3,900	–	–	0.03%	208
2023 Q1	$71.3K	Buy	3,900 +1,100	+39%	+$20.8K	0.03%	166
2022 Q4	$51.7K	Buy	2,800 +2,500	+833%	+$47K	0.03%	178
2022 Q3	$5K	Hold	300	–	–	﹤0.01%	419
2022 Q2	$5K	Hold	300	–	–	﹤0.01%	405
2022 Q1	$6K	Buy	+300	New	+$6.39K	﹤0.01%	386

Other funds holding ARCC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group's ARCC Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Ares Capital (ARCC) in Q2 2025: 4,275 shares worth $94.7K. The stake represents 0.04% of the portfolio and ranks #187 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in ARCC as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in ARCC in Q1 2022 and has held it in 13 quarters since. 835 funds tracked by Wall St. Rank hold ARCC as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 4,275 shares of Ares Capital worth $94.7K as of Q2 2025.
Ares Capital was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Ares Capital made up 0.04% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #187 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Ares Capital in Q1 2022 and has held it in 13 quarters since.
835 funds tracked by Wall St. Rank held Ares Capital as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.