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Vantage Financial Partners (Wisconsin)’s Ares Capital ARCC Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$1.02M Hold
50,575
– – 0.21% 63
2025
Q3 		$1.03M Buy
50,575
+17,563
+53% +$390K 0.22% 62
2025
Q2 		$725K Sell
33,012
-800
-2% -$17K 0.17% 87
2025
Q1 		$749K Hold
33,812
– – 0.19% 75
2024
Q4 		$740K Buy
33,812
+200
+0.6% +$4.32K 0.19% 74
2024
Q3 		$704K Buy
+33,612
New +$698K 0.17% 83

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VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 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

Vantage Financial Partners (Wisconsin)'s ARCC Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) held its Ares Capital (ARCC) position steady in Q4 2025 at 50,575 shares worth $1.02M. The position accounts for 0.21% of the portfolio, ranked #63.

Vantage Financial Partners (Wisconsin) first reported a position in ARCC in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.03M in Q3 2025. 830 funds tracked by Wall St. Rank hold ARCC as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 50,575 shares of Ares Capital worth $1.02M as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) left its Ares Capital share count unchanged in Q4 2025.
  • Ares Capital made up 0.21% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #63 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Ares Capital in Q3 2024 and has held it in 6 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Ares Capital position peaked at $1.03M in Q3 2025.
  • 830 funds tracked by Wall St. Rank held Ares Capital as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.