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Principal Securities’s Ares Capital ARCC Stock Holding History

Principal Securities’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
-3,601
Closed -$73.5K – 1461
2025
Q3 		$73.5K Sell
3,601
-294
-8% -$6.53K ﹤0.01% 1757
2025
Q2 		$85.5K Sell
3,895
-639
-14% -$13.6K ﹤0.01% 1610
2025
Q1 		$99.2K Hold
4,534
– – ﹤0.01% 1447
2024
Q4 		$99.2K Sell
4,534
-911
-17% -$19.7K ﹤0.01% 1445
2024
Q3 		$114K Sell
5,445
-486
-8% -$10.1K ﹤0.01% 1337
2024
Q2 		$124K Buy
5,931
+169
+3% +$3.53K ﹤0.01% 1233
2024
Q1 		$120K Sell
5,762
-2,268
-28% -$45.9K ﹤0.01% 1203
2023
Q4 		$161K Buy
+8,030
New +$157K 0.01% 1002

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities's ARCC Position: Q4 2025 in Review

Principal Securities sold out of Ares Capital (ARCC) in Q4 2025, closing a stake of 3,601 shares — an estimated $73.5K sold.

Principal Securities first reported a position in ARCC in Q4 2023 and held it in 8 quarters. The position peaked at $161K in Q4 2023. 833 funds tracked by Wall St. Rank hold ARCC as of Q4 2025.

  • Principal Securities reported no remaining Ares Capital position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 3,601 Ares Capital shares in Q4 2025, an estimated $73.5K.
  • Principal Securities first reported a position in Ares Capital in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Ares Capital position peaked at $161K in Q4 2023.
  • 833 funds tracked by Wall St. Rank held Ares Capital as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.