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
Q2 		$2.72M Buy
147,018
+25,473
+21% +$476K 0.56% 63
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 $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 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
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Plan Group Financial's ARCC Position: Q2 2026 in Review

Plan Group Financial increased its Ares Capital (ARCC) stake by 21% in Q2 2026, buying an estimated $476K and bringing the position to 147,018 shares worth $2.72M. The position accounts for 0.56% of the portfolio, ranked #63.

Plan Group Financial first reported a position in ARCC in Q2 2022 and has held it in 14 quarters since. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Plan Group Financial held 147,018 shares of Ares Capital worth $2.72M as of Q2 2026.
  • Plan Group Financial bought 25,473 Ares Capital shares in Q2 2026, an estimated $476K.
  • Ares Capital made up 0.56% of Plan Group Financial's portfolio in Q2 2026, its #63 holding.
  • Plan Group Financial first reported a position in Ares Capital in Q2 2022 and has held it in 14 quarters since.
  • 786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.