Ameritas Advisory Services’s Oaktree Specialty Lending OCSL Stock Holding History

Ameritas Advisory Services’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	$17.9K	Buy	+1,500	New	+$18.1K	﹤0.01%	1395
2025 Q3	–	Sell	-608	Closed	-$8.3K	–	2665
2025 Q2	$8.3K	Buy	+608	New	+$8.57K	﹤0.01%	2088

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

Ameritas Advisory Services's OCSL Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Oaktree Specialty Lending (OCSL) in Q2 2026: 1,500 shares worth $17.9K. The stake represents ﹤0.01% of the portfolio and ranks #1395 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in OCSL as recently as Q2 2025.

Ameritas Advisory Services first reported a position in OCSL in Q2 2025 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

Ameritas Advisory Services held 1,500 shares of Oaktree Specialty Lending worth $17.9K as of Q2 2026.
Oaktree Specialty Lending was a new Ameritas Advisory Services position in Q2 2026.
Oaktree Specialty Lending made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1395 holding.
Ameritas Advisory Services first reported a position in Oaktree Specialty Lending in Q2 2025 and has held it in 2 quarters since.
165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.