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Principle Wealth Partners’s Ares Capital ARCC Stock Holding History

Principle Wealth 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 		– Sell
-11,833
Closed -$242K – 373
2025
Q3 		$242K Buy
11,833
+123
+1% +$2.73K 0.01% 336
2025
Q2 		$257K Buy
+11,710
New +$249K 0.02% 330

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 $5.53B AUM 35.1% 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 $445B AUM 25.58% 1-Year Est. Return

Principle Wealth Partners's ARCC Position: Q4 2025 in Review

Principle Wealth Partners sold out of Ares Capital (ARCC) in Q4 2025, closing a stake of 11,833 shares — an estimated $242K sold.

Principle Wealth Partners first reported a position in ARCC in Q2 2025 and held it in 2 quarters. The position peaked at $257K in Q2 2025. 831 funds tracked by Wall St. Rank hold ARCC as of Q4 2025.

  • Principle Wealth Partners reported no remaining Ares Capital position as of Q4 2025 after selling out during the quarter.
  • Principle Wealth Partners sold 11,833 Ares Capital shares in Q4 2025, an estimated $242K.
  • Principle Wealth Partners first reported a position in Ares Capital in Q2 2025 and held it in 2 quarters.
  • Principle Wealth Partners's Ares Capital position peaked at $257K in Q2 2025.
  • 831 funds tracked by Wall St. Rank held Ares Capital as of Q4 2025.

Based on Principle Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.