Resonant Capital Advisors’s Ares Capital ARCC Stock Holding History

Resonant Capital 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 Q4	–	Sell	-10,248	Closed	-$209K	–	443
2025 Q3	$209K	Hold	10,248	–	–	0.01%	416
2025 Q2	$225K	Hold	10,248	–	–	0.01%	385
2025 Q1	$227K	Hold	10,248	–	–	0.02%	339
2024 Q4	$224K	Hold	10,248	–	–	0.02%	328
2024 Q3	$215K	Hold	10,248	–	–	0.02%	334
2024 Q2	$214K	Buy	+10,248	New	+$214K	0.02%	323

Other funds holding ARCC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Resonant Capital Advisors's ARCC Position: Q4 2025 in Review

Resonant Capital Advisors sold out of Ares Capital (ARCC) in Q4 2025, closing a stake of 10,248 shares — an estimated $209K sold.

Resonant Capital Advisors first reported a position in ARCC in Q2 2024 and held it in 6 quarters. The position peaked at $227K in Q1 2025. 830 funds tracked by Wall St. Rank hold ARCC as of Q4 2025.

Resonant Capital Advisors reported no remaining Ares Capital position as of Q4 2025 after selling out during the quarter.
Resonant Capital Advisors sold 10,248 Ares Capital shares in Q4 2025, an estimated $209K.
Resonant Capital Advisors first reported a position in Ares Capital in Q2 2024 and held it in 6 quarters.
Resonant Capital Advisors's Ares Capital position peaked at $227K in Q1 2025.
830 funds tracked by Wall St. Rank held Ares Capital as of Q4 2025.

Based on Resonant Capital Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.