Toth Financial Advisory’s Ares Capital ARCC Stock Holding History

Toth Financial Advisory’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	–	Sell	-125	Closed	-$2.77K	–	733
2025 Q1	$2.77K	Hold	125	–	–	﹤0.01%	571
2024 Q4	$2.74K	Hold	125	–	–	﹤0.01%	553
2024 Q3	$2.62K	Hold	125	–	–	﹤0.01%	570
2024 Q2	$2.6K	Sell	125 -111	-47%	-$2.32K	﹤0.01%	589
2024 Q1	$4.91K	Hold	236	–	–	﹤0.01%	526
2023 Q4	$4.73K	Hold	236	–	–	﹤0.01%	539
2023 Q3	$4.59K	Hold	236	–	–	﹤0.01%	543
2023 Q2	$4.43K	Buy	236 +111	+89%	+$2.05K	﹤0.01%	564
2023 Q1	$2.29K	Hold	125	–	–	﹤0.01%	638
2022 Q4	$2.31K	Sell	125 -235	-65%	-$4.41K	﹤0.01%	577
2022 Q3	$6K	Buy	360 +235	+188%	+$4.54K	﹤0.01%	527
2022 Q2	$2K	Sell	125 -75	-38%	-$1.48K	﹤0.01%	578
2022 Q1	$4K	Buy	200 +75	+60%	+$1.6K	﹤0.01%	555
2021 Q4	$3K	Hold	125	–	–	﹤0.01%	599
2021 Q3	$3K	Hold	125	–	–	﹤0.01%	596
2021 Q2	$2K	Hold	125	–	–	﹤0.01%	580
2021 Q1	$2K	Hold	125	–	–	﹤0.01%	574
2020 Q4	$2K	Sell	125 -65	-34%	-$1.01K	﹤0.01%	517
2020 Q3	$3K	Hold	190	–	–	﹤0.01%	449
2020 Q2	$3K	Buy	+190	New	+$2.56K	﹤0.01%	439

Other funds holding ARCC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Toth Financial Advisory's ARCC Position: Q2 2025 in Review

Toth Financial Advisory sold out of Ares Capital (ARCC) in Q2 2025, closing a stake of 125 shares — an estimated $2.77K sold.

Toth Financial Advisory first reported a position in ARCC in Q2 2020 and held it in 20 quarters. The position peaked at $6K in Q3 2022. 837 funds tracked by Wall St. Rank hold ARCC as of Q2 2025.

Toth Financial Advisory reported no remaining Ares Capital position as of Q2 2025 after selling out during the quarter.
Toth Financial Advisory sold 125 Ares Capital shares in Q2 2025, an estimated $2.77K.
Toth Financial Advisory first reported a position in Ares Capital in Q2 2020 and held it in 20 quarters.
Toth Financial Advisory's Ares Capital position peaked at $6K in Q3 2022.
837 funds tracked by Wall St. Rank held Ares Capital as of Q2 2025.

Based on Toth Financial Advisory's 13F filing for Q2 2025, filed 14 Jul 2025.