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PSI Advisors’s Ares Capital ARCC Stock Holding History

PSI 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
Q2 		– Sell
-2,100
Closed -$46.5K – 140
2025
Q1 		$46.5K Buy
2,100
+1,150
+121% +$26.1K 0.02% 244
2024
Q4 		$20.8K Hold
950
– – 0.01% 417
2024
Q3 		$19.9K Hold
950
– – 0.01% 427
2024
Q2 		$19.8K Hold
950
– – 0.01% 408
2024
Q1 		$19.8K Sell
950
-200
-17% -$4.05K 0.01% 399
2023
Q4 		$23K Buy
1,150
+450
+64% +$8.78K 0.01% 384
2023
Q3 		$13.6K Buy
700
+100
+17% +$1.94K 0.01% 452
2023
Q2 		$11.3K Sell
600
-445
-43% -$8.22K ﹤0.01% 468
2023
Q1 		$19.1K Buy
1,045
+445
+74% +$8.41K 0.01% 342
2022
Q4 		$11.1K Hold
600
– – 0.01% 411
2022
Q3 		$10K Hold
600
– – 0.01% 426
2022
Q2 		$11K Hold
600
– – 0.01% 437
2022
Q1 		$13K Hold
600
– – 0.01% 431
2021
Q4 		$13K Sell
600
-350
-37% -$7.27K 0.01% 462
2021
Q3 		$19K Buy
+950
New +$19K 0.01% 389
2020
Q1 		– Sell
-400
Closed -$7K – 140
2019
Q4 		$7K Buy
+400
New +$7.43K ﹤0.01% 499

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
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
Legal & General Group London, United Kingdom $432B AUM 29.4% 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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return