Plan Group Financial
ARCC icon

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
Q3 		$3.29M Buy
177,699
+30,681
+21% +$594K 0.65% 50
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

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Plan Group Financial's ARCC Position: Q3 2026 in Review

Plan Group Financial increased its Ares Capital (ARCC) stake by 21% in Q3 2026, buying an estimated $594K and bringing the position to 177,699 shares worth $3.29M. The position accounts for 0.65% of the portfolio, ranked #50.

Plan Group Financial first reported a position in ARCC in Q2 2022 and has held it in 15 quarters since. 241 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

  • Plan Group Financial held 177,699 shares of Ares Capital worth $3.29M as of Q3 2026.
  • Plan Group Financial bought 30,681 Ares Capital shares in Q3 2026, an estimated $594K.
  • Ares Capital made up 0.65% of Plan Group Financial's portfolio in Q3 2026, its #50 holding.
  • Plan Group Financial first reported a position in Ares Capital in Q2 2022 and has held it in 15 quarters since.
  • 241 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.