Zuckerman Investment Group’s Ares Capital ARCC Stock Holding History

Zuckerman Investment 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	-68,017	Closed	-$1.39M	–	143
2025 Q3	$1.39M	Sell	68,017 -17,000	-20%	-$378K	0.13%	74
2025 Q2	$1.87M	Sell	85,017 -15,233	-15%	-$324K	0.18%	63
2025 Q1	$2.22M	Buy	100,250 +8,250	+9%	+$187K	0.24%	58
2024 Q4	$2.19M	Buy	92,000 +49,000	+114%	+$1.06M	0.21%	59
2024 Q3	$900K	Hold	43,000	–	–	0.09%	78
2024 Q2	$896K	Hold	43,000	–	–	0.1%	73
2024 Q1	$895K	Buy	+43,000	New	+$871K	0.1%	72
2023 Q3	–	Sell	-20,000	Closed	-$376K	–	134
2023 Q2	$376K	Hold	20,000	–	–	0.05%	96
2023 Q1	$366K	Hold	20,000	–	–	0.06%	88
2022 Q4	$369K	Buy	+20,000	New	+$376K	0.06%	96
2021 Q4	–	Sell	-20,000	Closed	-$407K	–	117
2021 Q3	$407K	Hold	20,000	–	–	0.07%	84
2021 Q2	$392K	Buy	+20,000	New	+$387K	0.06%	86

Other funds holding ARCC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Zuckerman Investment Group's ARCC Position: Q4 2025 in Review

Zuckerman Investment Group sold out of Ares Capital (ARCC) in Q4 2025, closing a stake of 68,017 shares — an estimated $1.39M sold.

Zuckerman Investment Group first reported a position in ARCC in Q2 2021 and held it in 12 quarters. The position peaked at $2.22M in Q1 2025. 830 funds tracked by Wall St. Rank hold ARCC as of Q4 2025.

Zuckerman Investment Group reported no remaining Ares Capital position as of Q4 2025 after selling out during the quarter.
Zuckerman Investment Group sold 68,017 Ares Capital shares in Q4 2025, an estimated $1.39M.
Zuckerman Investment Group first reported a position in Ares Capital in Q2 2021 and held it in 12 quarters.
Zuckerman Investment Group's Ares Capital position peaked at $2.22M in Q1 2025.
830 funds tracked by Wall St. Rank held Ares Capital as of Q4 2025.

Based on Zuckerman Investment Group's 13F filing for Q4 2025, filed 13 Feb 2026.