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Teamwork Financial Advisors’s Ares Capital ARCC Stock Holding History

Teamwork Financial 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
-9,969
Closed -$219K – 206
2025
Q2 		$219K Sell
9,969
-380
-4% -$8.08K 0.03% 178
2025
Q1 		$229K Sell
10,349
-313
-3% -$7.1K 0.03% 155
2024
Q4 		$233K Sell
10,662
-965
-8% -$20.8K 0.03% 147
2024
Q3 		$243K Buy
+11,627
New +$242K 0.03% 142
2022
Q2 		– Sell
-9,829
Closed -$206K – 207
2022
Q1 		$206K Buy
+9,829
New +$209K 0.04% 235

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Teamwork Financial Advisors's ARCC Position: Q3 2025 in Review

Teamwork Financial Advisors sold out of Ares Capital (ARCC) in Q3 2025, closing a stake of 9,969 shares — an estimated $219K sold.

Teamwork Financial Advisors first reported a position in ARCC in Q1 2022 and held it in 5 quarters. The position peaked at $243K in Q3 2024. 791 funds tracked by Wall St. Rank hold ARCC as of Q3 2025.

  • Teamwork Financial Advisors reported no remaining Ares Capital position as of Q3 2025 after selling out during the quarter.
  • Teamwork Financial Advisors sold 9,969 Ares Capital shares in Q3 2025, an estimated $219K.
  • Teamwork Financial Advisors first reported a position in Ares Capital in Q1 2022 and held it in 5 quarters.
  • Teamwork Financial Advisors's Ares Capital position peaked at $243K in Q3 2024.
  • 791 funds tracked by Wall St. Rank held Ares Capital as of Q3 2025.

Based on Teamwork Financial Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.