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Equibles

Plan Group Financial, LLC

Position in ARCC — Ares Capital Corp

CIK 1940033 OKLAHOMA CITY, OK
Back to ARCC Full portfolio

Position in ARCC

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$2,724,243
+$534,003 QoQ
Shares Held
147,018
+21.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
14 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ARCC Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Plan Group Financial, LLC holds $14,871,157 across 21 Asset Management names. ARCC ranks #1 (18.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ARCC
Ares Capital Corp
This page 		147,018 $2,724,243
2 OCSL
Oaktree Specialty Lending Corp
 202,342 $2,415,963
3 FDUS
FIDUS INVESTMENT Corp
 125,520 $2,393,666
4 TSLX
Sixth Street Specialty Lending, Inc.
 120,324 $2,065,963
5 IVZ
Invesco Ltd.
 14,652 $815,796
6 APO
Apollo Global Management, Inc.
 5,146 $608,823
7 NZF
Nuveen Municipal Credit Income Fund
 38,665 $490,272
8 HASI
HA Sustainable Infrastructure Capital, Inc.
 10,695 $417,639

All Filings in ARCC

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,724,243 147,018
2026-03-31 $2,190,240 121,545
2025-12-31 $2,114,176 104,507
2025-09-30 $2,026,631 99,296
2025-06-30 $1,989,839 90,612
2025-03-31 $2,185,906 98,642
2024-12-31 $1,144,474 52,283
2024-09-30 $979,238 46,764
2024-06-30 $871,716 41,829
2024-03-31 $513,920 24,684
2023-12-31 $347,981 17,373
2023-09-30 $319,346 16,402
2023-06-30 $857,538 45,638
2022-06-30 $251,306 14,016