AmeriFlex Group’s Oaktree Specialty Lending OCSL Stock Holding History

AmeriFlex Group’s Portfolio OCSL Stock Details OCSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.61K	Hold	386	–	–	﹤0.01%	1049
2026 Q1	$4.36K	Buy	386 +13	+3%	+$156	﹤0.01%	865
2025 Q4	$4.75K	Sell	373 -349	-48%	-$4.66K	﹤0.01%	868
2025 Q3	$9.43K	Buy	722 +382	+112%	+$5.26K	﹤0.01%	797
2025 Q2	$4.61K	Buy	340 +2	+0.6%	+$28	﹤0.01%	841
2025 Q1	$5.2K	Buy	+338	New	+$5.3K	﹤0.01%	981

Other funds holding OCSL

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JVBC

J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAM

Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return

AmeriFlex Group's OCSL Position: Q2 2026 in Review

AmeriFlex Group held its Oaktree Specialty Lending (OCSL) position steady in Q2 2026 at 386 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

AmeriFlex Group first reported a position in OCSL in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.43K in Q3 2025. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

AmeriFlex Group held 386 shares of Oaktree Specialty Lending worth $4.61K as of Q2 2026.
AmeriFlex Group left its Oaktree Specialty Lending share count unchanged in Q2 2026.
Oaktree Specialty Lending made up ﹤0.01% of AmeriFlex Group's portfolio in Q2 2026, its #1049 holding.
AmeriFlex Group first reported a position in Oaktree Specialty Lending in Q1 2025 and has held it in 6 quarters since.
AmeriFlex Group's Oaktree Specialty Lending position peaked at $9.43K in Q3 2025.
165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.