Seven Mile Advisory’s Ares Capital ARCC Stock Holding History

Seven Mile Advisory’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	-13,000	Closed	-$265K	–	266
2025 Q3	$265K	Hold	13,000	–	–	0.04%	227
2025 Q2	$285K	Hold	13,000	–	–	0.17%	122
2025 Q1	$288K	Hold	13,000	–	–	0.19%	116
2024 Q4	$285K	Hold	13,000	–	–	0.18%	108
2024 Q3	$272K	Hold	13,000	–	–	0.18%	112
2024 Q2	$271K	Hold	13,000	–	–	0.2%	104
2024 Q1	$271K	Hold	13,000	–	–	0.21%	107
2023 Q4	$260K	Hold	13,000	–	–	0.23%	103
2023 Q3	$253K	Hold	13,000	–	–	0.27%	90
2023 Q2	$244K	Buy	+13,000	New	+$240K	0.28%	86

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 $4.79B AUM 26.21% 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

Seven Mile Advisory's ARCC Position: Q4 2025 in Review

Seven Mile Advisory sold out of Ares Capital (ARCC) in Q4 2025, closing a stake of 13,000 shares — an estimated $265K sold.

Seven Mile Advisory first reported a position in ARCC in Q2 2023 and held it in 10 quarters. The position peaked at $288K in Q1 2025. 830 funds tracked by Wall St. Rank hold ARCC as of Q4 2025.

Seven Mile Advisory reported no remaining Ares Capital position as of Q4 2025 after selling out during the quarter.
Seven Mile Advisory sold 13,000 Ares Capital shares in Q4 2025, an estimated $265K.
Seven Mile Advisory first reported a position in Ares Capital in Q2 2023 and held it in 10 quarters.
Seven Mile Advisory's Ares Capital position peaked at $288K in Q1 2025.
830 funds tracked by Wall St. Rank held Ares Capital as of Q4 2025.

Based on Seven Mile Advisory's 13F filing for Q4 2025, filed 13 Feb 2026.