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West Oak Capital’s Ares Capital ARCC Stock Holding History

West Oak Capital’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
-1,300
Closed -$285 – 275
2025
Q2 		$285 Hold
1,300
– – 0.01% 197
2025
Q1 		$288 Sell
1,300
-5,300
-80% -$120K 0.01% 199
2024
Q4 		$1.45M Hold
6,600
– – 0.05% 126
2024
Q3 		$1.38K Sell
6,600
-1,000
-13% -$20.8K 0.03% 132
2024
Q2 		$158K Buy
7,600
+800
+12% +$16.7K 0.06% 131
2024
Q1 		$142K Buy
+6,800
New +$138K 0.06% 140
2020
Q3 		– Sell
-4,250
Closed -$61K – 304
2020
Q2 		$61K Hold
4,250
– – 0.03% 162
2020
Q1 		$46K Sell
4,250
-3,898
-48% -$65.8K 0.03% 170
2019
Q4 		$152K Sell
8,148
-900
-10% -$16.7K 0.09% 123
2019
Q3 		$169K Buy
9,048
+1,750
+24% +$32.5K 0.1% 116
2019
Q2 		$131K Buy
7,298
+1,000
+16% +$17.7K 0.08% 127
2019
Q1 		$108K Buy
6,298
+1,850
+42% +$31K 0.07% 136
2018
Q4 		$69.3K Sell
4,448
-1,085
-20% -$17.9K 0.05% 150
2018
Q3 		$95.1K Buy
5,533
+298
+6% +$5.11K 0.06% 151
2018
Q2 		$86.1K Hold
5,235
– – 0.05% 151
2018
Q1 		$83.1K Sell
5,235
-675
-11% -$10.7K 0.05% 160
2017
Q4 		$92.9K Hold
5,910
– – 0.06% 141
2017
Q3 		$96.9K Hold
5,910
– – 0.06% 153
2017
Q2 		$96.8K Hold
5,910
– – 0.06% 148
2017
Q1 		$103K Buy
5,910
+900
+18% +$15.5K 0.06% 145
2016
Q4 		$82.6K Buy
5,010
+800
+19% +$12.6K 0.06% 152
2016
Q3 		$65.3K Buy
4,210
+1,035
+33% +$15.9K 0.05% 162
2016
Q2 		$45.1K Buy
+3,175
New +$47.1K 0.03% 170

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 $5.53B AUM 35.1% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

West Oak Capital's ARCC Position: Q3 2025 in Review

West Oak Capital sold out of Ares Capital (ARCC) in Q3 2025, closing a stake of 1,300 shares — an estimated $285 sold.

West Oak Capital first reported a position in ARCC in Q2 2016 and held it in 23 quarters. The position peaked at $1.45M in Q4 2024. 788 funds tracked by Wall St. Rank hold ARCC as of Q3 2025.

  • West Oak Capital reported no remaining Ares Capital position as of Q3 2025 after selling out during the quarter.
  • West Oak Capital sold 1,300 Ares Capital shares in Q3 2025, an estimated $285.
  • West Oak Capital first reported a position in Ares Capital in Q2 2016 and held it in 23 quarters.
  • West Oak Capital's Ares Capital position peaked at $1.45M in Q4 2024.
  • 788 funds tracked by Wall St. Rank held Ares Capital as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.