Raleigh Capital Management’s Ares Capital ARCC Stock Holding History

Raleigh Capital Management’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 Q1	–	Sell	-700	Closed	-$15.3K	–	599
2024 Q4	$15.3K	Hold	700	–	–	0.01%	517
2024 Q3	$14.7K	Buy	700 +55	+9%	+$1.14K	0.01%	501
2024 Q2	$13.4K	Sell	645 -507	-44%	-$10.6K	0.01%	515
2024 Q1	$24K	Buy	1,152 +507	+79%	+$10.3K	0.01%	398
2023 Q4	$12.9K	Buy	645 +125	+24%	+$2.44K	0.01%	526
2023 Q3	$10.1K	Hold	520	–	–	0.01%	514
2023 Q2	$9.77K	Buy	520 +50	+11%	+$924	﹤0.01%	490
2023 Q1	$8.59K	Buy	470 +40	+9%	+$756	﹤0.01%	534
2022 Q4	$7.94K	Buy	430 +32	+8%	+$601	﹤0.01%	479
2022 Q3	$7K	Buy	398 +1	+0.3%	+$19	﹤0.01%	422
2022 Q2	$7K	Buy	397 +370	+1,370%	+$7.29K	﹤0.01%	395
2022 Q1	$1K	Buy	+27	New	+$575	﹤0.01%	552

Other funds holding ARCC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Raleigh Capital Management's ARCC Position: Q1 2025 in Review

Raleigh Capital Management sold out of Ares Capital (ARCC) in Q1 2025, closing a stake of 700 shares — an estimated $15.3K sold.

Raleigh Capital Management first reported a position in ARCC in Q1 2022 and held it in 12 quarters. The position peaked at $24K in Q1 2024. 832 funds tracked by Wall St. Rank hold ARCC as of Q1 2025.

Raleigh Capital Management reported no remaining Ares Capital position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 700 Ares Capital shares in Q1 2025, an estimated $15.3K.
Raleigh Capital Management first reported a position in Ares Capital in Q1 2022 and held it in 12 quarters.
Raleigh Capital Management's Ares Capital position peaked at $24K in Q1 2024.
832 funds tracked by Wall St. Rank held Ares Capital as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.