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Ares Capital Corporation shares owned by Plan Group Financial

Quarter-by-quarter ownership of Ares Capital Corporation (ARCC) shares owned by Plan Group Financial from 13F filings

Historical chart of Plan Group Financial investment in Ares Capital Corporation

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All positions including Ares Capital Corporation held by Plan Group Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ares Capital Corporation by Plan Group Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $514k 25k 20.82
2023-12-31 $348k 17k 20.03
2023-09-30 $319k 16k 19.47
2023-06-30 $871k 46k 19.08
2022-06-30 $251k 14k 17.93

More positions owned by Plan Group Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Acwi Etf (ACWI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Inflation Prote (DFIP)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Plan Group Financial

Top funds holding Ares Capital Corporation

Morgan Stanley
Van Eck Associates Corp.
Royal Bank of Canada
Bank of America Corporation
FMR
Legal & General Group
Ameriprise Financial
LPL Financial
Wells Fargo & Company
Advisors Capital Management
Two Sigma Advisers
UBS Group
Stifel Financial
Ares Management
Sound Income Strategies

View all funds holding Ares Capital Corporation