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Stonegate Investment Group’s Ares Capital ARCC Stock Holding History

Stonegate Investment Group’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 		$780K Buy
38,235
+6,831
+22% +$152K 0.02% 203
2025
Q2 		$690K Buy
31,404
+17,608
+128% +$374K 0.02% 206
2025
Q1 		$306K Buy
13,796
+2,644
+24% +$60K 0.01% 274
2024
Q4 		$244K Sell
11,152
-100
-0.9% -$2.16K 0.01% 300
2024
Q3 		$236K Sell
11,252
-2,245
-17% -$46.6K 0.01% 314
2024
Q2 		$281K Buy
13,497
+1,538
+13% +$32.1K 0.01% 279
2024
Q1 		$249K Hold
11,959
– – 0.01% 281
2023
Q4 		$240K Buy
+11,959
New +$233K 0.01% 270
2023
Q1 		– Sell
-12,826
Closed -$237K – 347
2022
Q4 		$237K Hold
12,826
– – 0.01% 273
2022
Q3 		$217K Sell
12,826
-300
-2% -$5.8K 0.01% 257
2022
Q2 		$235K Buy
13,126
+156
+1% +$3.08K 0.01% 255
2022
Q1 		$272K Buy
12,970
+434
+3% +$9.25K 0.01% 216
2021
Q4 		$266K Buy
+12,536
New +$260K 0.01% 224

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

Stonegate Investment Group's ARCC Position: Q3 2025 in Review

Stonegate Investment Group increased its Ares Capital (ARCC) stake by 22% in Q3 2025, buying an estimated $152K and bringing the position to 38,235 shares worth $780K. The position accounts for 0.02% of the portfolio, ranked #203.

Stonegate Investment Group first reported a position in ARCC in Q4 2021 and has held it in 13 quarters since. 788 funds tracked by Wall St. Rank hold ARCC as of Q3 2025.

  • Stonegate Investment Group held 38,235 shares of Ares Capital worth $780K as of Q3 2025.
  • Stonegate Investment Group bought 6,831 Ares Capital shares in Q3 2025, an estimated $152K.
  • Ares Capital made up 0.02% of Stonegate Investment Group's portfolio in Q3 2025, its #203 holding.
  • Stonegate Investment Group first reported a position in Ares Capital in Q4 2021 and has held it in 13 quarters since.
  • 788 funds tracked by Wall St. Rank held Ares Capital as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.