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Strategic Investment Solutions’s Ares Capital ARCC Stock Holding History

Strategic Investment Solutions’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
-100
Closed -$2.04K – 624
2025
Q3 		$2.04K Buy
+100
New +$2.22K ﹤0.01% 510

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Citadel Advisors
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Bank of America
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 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

Strategic Investment Solutions's ARCC Position: Q4 2025 in Review

Strategic Investment Solutions sold out of Ares Capital (ARCC) in Q4 2025, closing a stake of 100 shares — an estimated $2.04K sold.

Strategic Investment Solutions first reported a position in ARCC in Q3 2025 and held it in 1 quarter. The position peaked at $2.04K in Q3 2025. 833 funds tracked by Wall St. Rank hold ARCC as of Q4 2025.

  • Strategic Investment Solutions reported no remaining Ares Capital position as of Q4 2025 after selling out during the quarter.
  • Strategic Investment Solutions sold 100 Ares Capital shares in Q4 2025, an estimated $2.04K.
  • Strategic Investment Solutions first reported a position in Ares Capital in Q3 2025 and held it in 1 quarter.
  • Strategic Investment Solutions's Ares Capital position peaked at $2.04K in Q3 2025.
  • 833 funds tracked by Wall St. Rank held Ares Capital as of Q4 2025.

Based on Strategic Investment Solutions's 13F filing for Q4 2025, filed 27 Feb 2026.