Plan Group Financial, LLC

Position in ARCC — Ares Capital Corp

CIK 1940033 OKLAHOMA CITY, OK

Position in ARCC

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$2,190,240

+$76,064 QoQ

Shares Held

121,545

+16.3% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

1.32%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Plan Group Financial, LLC holds $11,496,007 across 19 Asset Management names. ARCC ranks #1 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARCC	Ares Capital Corp This page	121,545	$2,190,240
2	OCSL	Oaktree Specialty Lending Corp	161,006	$1,819,367
3	FDUS	FIDUS INVESTMENT Corp	98,802	$1,721,130
4	TSLX	Sixth Street Specialty Lending, Inc.	90,369	$1,660,982
5	APO	Apollo Global Management, Inc.	5,512	$614,147
6	HASI	HA Sustainable Infrastructure Capital, Inc.	14,915	$548,126
7	NZF	Nuveen Municipal Credit Income Fund	38,665	$470,939
8	PHYS	Sprott Physical Gold Trust	9,300	$329,592

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,190,240	121,545	+16.3%	Shares	Sole	2026-04-13
2025-12-31	$2,114,176	104,507	+5.2%	Shares	Sole	2026-02-03
2025-09-30	$2,026,631	99,296	+9.6%	Shares	Sole	2025-10-27
2025-06-30	$1,989,839	90,612	-8.1%	Shares	Sole	2025-08-13
2025-03-31	$2,185,906	98,642	+88.7%	Shares	Sole	2025-05-09
2024-12-31	$1,144,474	52,283	+11.8%	Shares	Sole	2025-01-31
2024-09-30	$979,238	46,764	+11.8%	Shares	Sole	2024-10-22
2024-06-30	$871,716	41,829	+69.5%	Shares	Sole	2024-08-05
2024-03-31	$513,920	24,684	+42.1%	Shares	Sole	2024-04-26
2023-12-31	$347,981	17,373	+5.9%	Shares	Sole	2024-01-29
2023-09-30	$319,346	16,402	-64.1%	Shares	Sole	2023-11-13
2023-06-30	$857,538	45,638	+225.6%	Shares	Sole	2023-08-10
2022-06-30	$251,306	14,016	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.