Prevail Innovative Wealth Advisors’s Ares Capital ARCC Stock Holding History

Prevail Innovative 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 Q4	–	Sell	-70,047	Closed	-$1.43M	–	191
2025 Q3	$1.43M	Buy	+70,047	New	+$1.56M	0.28%	137
2025 Q1	–	Sell	-131,407	Closed	-$2.88M	–	171
2024 Q4	$2.88M	Sell	131,407 -3,161	-2%	-$68.2K	0.83%	46
2024 Q3	$2.82M	Buy	+134,568	New	+$2.8M	0.86%	47
2023 Q4	–	Sell	-23,669	Closed	-$461K	–	137
2023 Q3	$461K	Sell	23,669 -140,077	-86%	-$2.72M	0.24%	91
2023 Q2	$3.08M	Buy	+163,746	New	+$3.02M	1.69%	17

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 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

Prevail Innovative Wealth Advisors's ARCC Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of Ares Capital (ARCC) in Q4 2025, closing a stake of 70,047 shares — an estimated $1.43M sold.

Prevail Innovative Wealth Advisors first reported a position in ARCC in Q2 2023 and held it in 5 quarters. The position peaked at $3.08M in Q2 2023. 830 funds tracked by Wall St. Rank hold ARCC as of Q4 2025.

Prevail Innovative Wealth Advisors reported no remaining Ares Capital position as of Q4 2025 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 70,047 Ares Capital shares in Q4 2025, an estimated $1.43M.
Prevail Innovative Wealth Advisors first reported a position in Ares Capital in Q2 2023 and held it in 5 quarters.
Prevail Innovative Wealth Advisors's Ares Capital position peaked at $3.08M in Q2 2023.
830 funds tracked by Wall St. Rank held Ares Capital as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.