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World Equity Group’s Ares Capital ARCC Stock Holding History

World Equity Group’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 		– Sell
-10,701
Closed -$218K – 331
2025
Q3 		$218K Buy
+10,701
New +$238K 0.05% 320
2025
Q2 		– Sell
-21,832
Closed -$463K – 321
2025
Q1 		$463K Buy
+21,832
New +$496K 0.13% 160
2024
Q1 		– Sell
-11,441
Closed -$229K – 312
2023
Q4 		$229K Buy
11,441
+46
+0.4% +$897 0.05% 296
2023
Q3 		$222K Buy
11,395
+60
+0.5% +$1.16K 0.05% 306
2023
Q2 		$213K Buy
11,335
+6,575
+138% +$121K 0.06% 287
2023
Q1 		$785K Sell
4,760
-6,385
-57% -$121K 0.12% 203
2022
Q4 		$206K Buy
+11,145
New +$209K 0.05% 312

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

World Equity Group's ARCC Position: Q4 2025 in Review

World Equity Group sold out of Ares Capital (ARCC) in Q4 2025, closing a stake of 10,701 shares — an estimated $218K sold.

World Equity Group first reported a position in ARCC in Q4 2022 and held it in 7 quarters. The position peaked at $785K in Q1 2023. 833 funds tracked by Wall St. Rank hold ARCC as of Q4 2025.

  • World Equity Group reported no remaining Ares Capital position as of Q4 2025 after selling out during the quarter.
  • World Equity Group sold 10,701 Ares Capital shares in Q4 2025, an estimated $218K.
  • World Equity Group first reported a position in Ares Capital in Q4 2022 and held it in 7 quarters.
  • World Equity Group's Ares Capital position peaked at $785K in Q1 2023.
  • 833 funds tracked by Wall St. Rank held Ares Capital as of Q4 2025.

Based on World Equity Group's 13F filing for Q4 2025, filed 12 Jan 2026.