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Roble Belko & Company’s Ares Capital ARCC Stock Holding History

Roble Belko & Company’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
-18
Closed – – 431
2025
Q2 		$0 Hold
18
– – ﹤0.01% 412
2025
Q1 		$0 Buy
+18
New +$409 ﹤0.01% 397
2024
Q2 		– Sell
-20,000
Closed -$416K – 329
2024
Q1 		$416K Buy
+20,000
New +$405K 0.07% 78
2016
Q4 		– Sell
-300
Closed -$5K – 373
2016
Q3 		$5K Buy
+300
New +$4.6K ﹤0.01% 244
2016
Q2 		– Sell
-951
Closed -$14K – 267
2016
Q1 		$14K Hold
951
– – 0.01% 146
2015
Q4 		$14K Hold
951
– – 0.01% 134
2015
Q3 		$14K Hold
951
– – 0.01% 128
2015
Q2 		$16K Hold
951
– – 0.01% 138
2015
Q1 		$16K Buy
+951
New +$15.9K 0.01% 143

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

Roble Belko & Company's ARCC Position: Q3 2025 in Review

Roble Belko & Company sold out of Ares Capital (ARCC) in Q3 2025, closing a stake of 18 shares.

Roble Belko & Company first reported a position in ARCC in Q1 2015 and held it in 9 quarters. The position peaked at $416K in Q1 2024. 790 funds tracked by Wall St. Rank hold ARCC as of Q3 2025.

  • Roble Belko & Company reported no remaining Ares Capital position as of Q3 2025 after selling out during the quarter.
  • Roble Belko & Company sold 18 Ares Capital shares in Q3 2025.
  • Roble Belko & Company first reported a position in Ares Capital in Q1 2015 and held it in 9 quarters.
  • Roble Belko & Company's Ares Capital position peaked at $416K in Q1 2024.
  • 790 funds tracked by Wall St. Rank held Ares Capital as of Q3 2025.

Based on Roble Belko & Company's 13F filing for Q3 2025, filed 24 Oct 2025.