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Putney Financial Group’s Ares Capital ARCC Stock Holding History

Putney Financial Group’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
Q3 		– Sell
-300
Closed -$6.59K – 92
2025
Q2 		$6.59K Hold
300
– – 0.01% 240
2025
Q1 		$6.65K Hold
300
– – 0.01% 222
2024
Q4 		$6.57K Buy
+300
New +$6.47K 0.01% 240

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Putney Financial Group's ARCC Position: Q3 2025 in Review

Putney Financial Group sold out of Ares Capital (ARCC) in Q3 2025, closing a stake of 300 shares — an estimated $6.59K sold.

Putney Financial Group first reported a position in ARCC in Q4 2024 and held it in 3 quarters. The position peaked at $6.65K in Q1 2025. 791 funds tracked by Wall St. Rank hold ARCC as of Q3 2025.

  • Putney Financial Group reported no remaining Ares Capital position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 300 Ares Capital shares in Q3 2025, an estimated $6.59K.
  • Putney Financial Group first reported a position in Ares Capital in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's Ares Capital position peaked at $6.65K in Q1 2025.
  • 791 funds tracked by Wall St. Rank held Ares Capital as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.