Univest Financial’s Ares Capital ARCC Stock Holding History

Univest Financial’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	-9,458	Closed	-$208K	–	261
2025 Q2	$208K	Hold	9,458	–	–	0.01%	256
2025 Q1	$210K	Hold	9,458	–	–	0.01%	266
2024 Q4	$207K	Buy	+9,458	New	+$204K	0.01%	267

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Univest Financial's ARCC Position: Q3 2025 in Review

Univest Financial sold out of Ares Capital (ARCC) in Q3 2025, closing a stake of 9,458 shares — an estimated $208K sold.

Univest Financial first reported a position in ARCC in Q4 2024 and held it in 3 quarters. The position peaked at $210K in Q1 2025. 791 funds tracked by Wall St. Rank hold ARCC as of Q3 2025.

Univest Financial reported no remaining Ares Capital position as of Q3 2025 after selling out during the quarter.
Univest Financial sold 9,458 Ares Capital shares in Q3 2025, an estimated $208K.
Univest Financial first reported a position in Ares Capital in Q4 2024 and held it in 3 quarters.
Univest Financial's Ares Capital position peaked at $210K in Q1 2025.
791 funds tracked by Wall St. Rank held Ares Capital as of Q3 2025.

Based on Univest Financial's 13F filing for Q3 2025, filed 30 Oct 2025.