PGF
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Plan Group Financial’s Ares Capital ARCC Stock Holding History

Plan Group 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
2026
Q1 		$2.19M Buy
121,545
+17,038
+16% +$330K 0.51% 66
2025
Q4 		$2.11M Buy
104,507
+5,211
+5% +$105K 0.55% 57
2025
Q3 		$2.03M Buy
99,296
+8,684
+10% +$193K 0.54% 65
2025
Q2 		$1.99M Sell
90,612
-8,030
-8% -$171K 0.65% 47
2025
Q1 		$2.19M Buy
98,642
+46,359
+89% +$1.05M 0.78% 30
2024
Q4 		$1.14M Buy
52,283
+5,519
+12% +$119K 0.6% 35
2024
Q3 		$979K Buy
46,764
+4,935
+12% +$103K 0.52% 44
2024
Q2 		$872K Buy
41,829
+17,145
+69% +$358K 0.53% 41
2024
Q1 		$514K Buy
24,684
+7,311
+42% +$148K 0.34% 49
2023
Q4 		$348K Buy
17,373
+971
+6% +$18.9K 0.31% 43
2023
Q3 		$319K Sell
16,402
-29,236
-64% -$567K 0.23% 51
2023
Q2 		$871K Buy
+45,638
New +$843K 0.73% 27
2022
Q2 		$251K Buy
+14,016
New +$276K 0.43% 45

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 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
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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

Plan Group Financial's ARCC Position: Q1 2026 in Review

Plan Group Financial increased its Ares Capital (ARCC) stake by 16% in Q1 2026, buying an estimated $330K and bringing the position to 121,545 shares worth $2.19M. The position accounts for 0.51% of the portfolio, ranked #66.

Plan Group Financial first reported a position in ARCC in Q2 2022 and has held it in 13 quarters since. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Plan Group Financial held 121,545 shares of Ares Capital worth $2.19M as of Q1 2026.
  • Plan Group Financial bought 17,038 Ares Capital shares in Q1 2026, an estimated $330K.
  • Ares Capital made up 0.51% of Plan Group Financial's portfolio in Q1 2026, its #66 holding.
  • Plan Group Financial first reported a position in Ares Capital in Q2 2022 and has held it in 13 quarters since.
  • 807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.