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Sandy Spring Bank’s Ares Capital ARCC Stock Holding History

Sandy Spring Bank’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 		$150K Buy
6,768
+2,771
+69% +$62.9K 0.01% 401
2024
Q4 		$87.5K Buy
3,997
+418
+12% +$9.02K ﹤0.01% 478
2024
Q3 		$74.9K Buy
3,579
+99
+3% +$2.06K ﹤0.01% 514
2024
Q2 		$72.5K Buy
3,480
+140
+4% +$2.92K ﹤0.01% 515
2024
Q1 		$69.5K Buy
3,340
+96
+3% +$1.95K ﹤0.01% 518
2023
Q4 		$65K Buy
3,244
+2,192
+208% +$42.8K ﹤0.01% 512
2023
Q3 		$20.5K Buy
1,052
+20
+2% +$388 ﹤0.01% 710
2023
Q2 		$19.4K Buy
1,032
+20
+2% +$369 ﹤0.01% 720
2023
Q1 		$18.5K Hold
1,012
– – ﹤0.01% 711
2022
Q4 		$18.7K Sell
1,012
-6,275
-86% -$118K ﹤0.01% 709
2022
Q3 		$123K Buy
7,287
+17
+0.2% +$329 0.01% 378
2022
Q2 		$130K Buy
7,270
+138
+2% +$2.72K 0.01% 375
2022
Q1 		$150K Buy
7,132
+123
+2% +$2.62K 0.01% 370
2021
Q4 		$148K Buy
7,009
+27
+0.4% +$561 0.01% 375
2021
Q3 		$142K Buy
6,982
+263
+4% +$5.27K 0.01% 367
2021
Q2 		$132K Buy
6,719
+6,078
+948% +$118K 0.01% 381
2021
Q1 		$12K Sell
641
-655
-51% -$11.8K ﹤0.01% 753
2020
Q4 		$22K Buy
1,296
+32
+3% +$496 ﹤0.01% 618
2020
Q3 		$18K Buy
1,264
+16
+1% +$228 ﹤0.01% 604
2020
Q2 		$18K Buy
1,248
+593
+91% +$8K ﹤0.01% 612
2020
Q1 		$7K Buy
+655
New +$11K ﹤0.01% 703
2015
Q1 		– Sell
-14,585
Closed -$228K – 876
2014
Q4 		$228K Hold
14,585
– – 0.03% 258
2014
Q3 		$236K Hold
14,585
– – 0.03% 262
2014
Q2 		$260K Sell
14,585
-125
-0.8% -$2.15K 0.03% 254
2014
Q1 		$259K Sell
14,710
-125
-0.8% -$2.23K 0.04% 235
2013
Q4 		$263K Buy
14,835
+250
+2% +$4.41K 0.04% 237
2013
Q3 		$252K Hold
14,585
– – 0.04% 227
2013
Q2 		$251K Buy
+14,585
New +$254K 0.04% 228

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Sandy Spring Bank's ARCC Position: Q1 2025 in Review

Sandy Spring Bank increased its Ares Capital (ARCC) stake by 69% in Q1 2025, buying an estimated $62.9K and bringing the position to 6,768 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #401.

Sandy Spring Bank first reported a position in ARCC in Q2 2013 and has held it in 28 quarters since. The position peaked at $263K in Q4 2013. 828 funds tracked by Wall St. Rank hold ARCC as of Q1 2025.

  • Sandy Spring Bank held 6,768 shares of Ares Capital worth $150K as of Q1 2025.
  • Sandy Spring Bank bought 2,771 Ares Capital shares in Q1 2025, an estimated $62.9K.
  • Ares Capital made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #401 holding.
  • Sandy Spring Bank first reported a position in Ares Capital in Q2 2013 and has held it in 28 quarters since.
  • Sandy Spring Bank's Ares Capital position peaked at $263K in Q4 2013.
  • 828 funds tracked by Wall St. Rank held Ares Capital as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.