Robinswood Financial’s Ares Capital ARCC Stock Holding History

Robinswood Financial’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	–	Hold	0	–	–	–	395
2025 Q1	–	Sell	-10	Closed	-$227	–	397
2024 Q4	$234	Hold	10	–	–	﹤0.01%	332
2024 Q3	$219	Hold	10	–	–	﹤0.01%	340
2024 Q2	$213	Buy	+10	New	+$209	﹤0.01%	345

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIM

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

Robinswood Financial's ARCC Position: Q2 2025 in Review

Robinswood Financial held its Ares Capital (ARCC) position steady in Q2 2025 at 0 shares worth $5. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Robinswood Financial first reported a position in ARCC in Q2 2024 and has held it in 3 quarters since. The position peaked at $234 in Q4 2024. 837 funds tracked by Wall St. Rank hold ARCC as of Q2 2025.

Robinswood Financial held 0 shares of Ares Capital worth $5 as of Q2 2025.
Robinswood Financial left its Ares Capital share count unchanged in Q2 2025.
Ares Capital made up ﹤0.01% of Robinswood Financial's portfolio in Q2 2025, its #395 holding.
Robinswood Financial first reported a position in Ares Capital in Q2 2024 and has held it in 3 quarters since.
Robinswood Financial's Ares Capital position peaked at $234 in Q4 2024.
837 funds tracked by Wall St. Rank held Ares Capital as of Q2 2025.

Based on Robinswood Financial's 13F filing for Q2 2025, filed 14 Jul 2026.