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ORG Partners’s Ares Capital ARCC Stock Holding History

ORG Partners’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
Q4 		$19.4K Sell
957
-8,109
-89% -$164K ﹤0.01% 816
2025
Q3 		$185K Sell
9,066
-9,379
-51% -$208K 0.03% 356
2025
Q2 		$407K Buy
18,445
+7,549
+69% +$161K 0.09% 206
2025
Q1 		$162K Buy
+10,896
New +$247K 0.04% 306

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 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 $377B AUM 19.32% 1-Year Est. Return

ORG Partners's ARCC Position: Q4 2025 in Review

ORG Partners reduced its Ares Capital (ARCC) stake by 89% in Q4 2025, selling an estimated $164K and leaving 957 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

ORG Partners first reported a position in ARCC in Q1 2025 and has held it in 4 quarters since. The position peaked at $407K in Q2 2025. 830 funds tracked by Wall St. Rank hold ARCC as of Q4 2025.

  • ORG Partners held 957 shares of Ares Capital worth $19.4K as of Q4 2025.
  • ORG Partners sold 8,109 Ares Capital shares in Q4 2025, an estimated $164K.
  • Ares Capital made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #816 holding.
  • ORG Partners first reported a position in Ares Capital in Q1 2025 and has held it in 4 quarters since.
  • ORG Partners's Ares Capital position peaked at $407K in Q2 2025.
  • 830 funds tracked by Wall St. Rank held Ares Capital as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.