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TFG Advisers’s Ares Capital ARCC Stock Holding History

TFG Advisers’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
Q2 		$1.41M Buy
64,370
+2,507
+4% +$53.3K 0.48% 61
2025
Q1 		$1.37M Buy
61,863
+9,110
+17% +$207K 0.5% 56
2024
Q4 		$1.15M Buy
52,753
+11,884
+29% +$256K 0.42% 66
2024
Q3 		$856K Buy
40,869
+14,320
+54% +$297K 0.31% 84
2024
Q2 		$553K Buy
+26,549
New +$555K 0.21% 113

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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

TFG Advisers's ARCC Position: Q2 2025 in Review

TFG Advisers increased its Ares Capital (ARCC) stake by 4.1% in Q2 2025, buying an estimated $53.3K and bringing the position to 64,370 shares worth $1.41M. The position accounts for 0.48% of the portfolio, ranked #61.

TFG Advisers first reported a position in ARCC in Q2 2024 and has held it in 5 quarters since. 835 funds tracked by Wall St. Rank hold ARCC as of Q2 2025.

  • TFG Advisers held 64,370 shares of Ares Capital worth $1.41M as of Q2 2025.
  • TFG Advisers bought 2,507 Ares Capital shares in Q2 2025, an estimated $53.3K.
  • Ares Capital made up 0.48% of TFG Advisers's portfolio in Q2 2025, its #61 holding.
  • TFG Advisers first reported a position in Ares Capital in Q2 2024 and has held it in 5 quarters since.
  • 835 funds tracked by Wall St. Rank held Ares Capital as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.