SNWA
ARCC icon

Siligmueller & Norvid Wealth Advisors’s Ares Capital ARCC Stock Holding History

Siligmueller & Norvid Wealth 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
Q3 		– Sell
-10,200
Closed -$235K – 157
2025
Q2 		$235K Hold
10,200
– – 0.09% 90
2025
Q1 		$226K Hold
10,200
– – 0.1% 87
2024
Q4 		$223K Buy
+10,200
New +$220K 0.1% 89

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's ARCC Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of Ares Capital (ARCC) in Q3 2025, closing a stake of 10,200 shares — an estimated $235K sold.

Siligmueller & Norvid Wealth Advisors first reported a position in ARCC in Q4 2024 and held it in 3 quarters. The position peaked at $235K in Q2 2025. 788 funds tracked by Wall St. Rank hold ARCC as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining Ares Capital position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 10,200 Ares Capital shares in Q3 2025, an estimated $235K.
  • Siligmueller & Norvid Wealth Advisors first reported a position in Ares Capital in Q4 2024 and held it in 3 quarters.
  • Siligmueller & Norvid Wealth Advisors's Ares Capital position peaked at $235K in Q2 2025.
  • 788 funds tracked by Wall St. Rank held Ares Capital as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.