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 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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JVBC

J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CAM

Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

AmeriFlex Group's OCSL Position: Q1 2026 in Review

AmeriFlex Group increased its Oaktree Specialty Lending (OCSL) stake by 3.5% in Q1 2026, buying an estimated $156 and bringing the position to 386 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

AmeriFlex Group first reported a position in OCSL in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.43K in Q3 2025. 187 funds tracked by Wall St. Rank hold OCSL as of Q1 2026.

AmeriFlex Group held 386 shares of Oaktree Specialty Lending worth $4.36K as of Q1 2026.
AmeriFlex Group bought 13 Oaktree Specialty Lending shares in Q1 2026, an estimated $156.
Oaktree Specialty Lending made up ﹤0.01% of AmeriFlex Group's portfolio in Q1 2026, its #865 holding.
AmeriFlex Group first reported a position in Oaktree Specialty Lending in Q1 2025 and has held it in 5 quarters since.
AmeriFlex Group's Oaktree Specialty Lending position peaked at $9.43K in Q3 2025.
187 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.