Archer Investment Corporation’s Oaktree Specialty Lending OCSL Stock Holding History

Archer Investment Corporation’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
2025 Q4	–	Sell	-60	Closed	-$787	–	1208
2025 Q3	$787	Buy	60 +1	+2%	+$14	﹤0.01%	1080
2025 Q2	$799	Buy	59 +2	+4%	+$28	﹤0.01%	1052
2025 Q1	$872	Buy	57 +2	+4%	+$31	﹤0.01%	1016
2024 Q4	$842	Buy	55 +2	+4%	+$32	﹤0.01%	1012
2024 Q3	$867	Buy	53 +2	+4%	+$34	﹤0.01%	990
2024 Q2	$968	Buy	+51	New	+$986	﹤0.01%	967
2020 Q1	–	Sell	-667	Closed	-$11K	–	628
2019 Q4	$11K	Hold	667	–	–	0.01%	442
2019 Q3	$10K	Hold	667	–	–	0.01%	344
2019 Q2	$11K	Hold	667	–	–	0.01%	334
2019 Q1	$10K	Hold	667	–	–	0.01%	338
2018 Q4	$8K	Buy	+667	New	+$9.12K	0.01%	333

Other funds holding OCSL

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 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 $1.1B AUM 38.56% 1-Year Est. Return

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

GAM

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

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

OCM

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

CAM

Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 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 0.79% 1-Year Est. Return

Archer Investment Corporation's OCSL Position: Q4 2025 in Review

Archer Investment Corporation sold out of Oaktree Specialty Lending (OCSL) in Q4 2025, closing a stake of 60 shares — an estimated $787 sold.

Archer Investment Corporation first reported a position in OCSL in Q4 2018 and held it in 11 quarters. The position peaked at $11K in Q4 2019. 203 funds tracked by Wall St. Rank hold OCSL as of Q4 2025.

Archer Investment Corporation reported no remaining Oaktree Specialty Lending position as of Q4 2025 after selling out during the quarter.
Archer Investment Corporation sold 60 Oaktree Specialty Lending shares in Q4 2025, an estimated $787.
Archer Investment Corporation first reported a position in Oaktree Specialty Lending in Q4 2018 and held it in 11 quarters.
Archer Investment Corporation's Oaktree Specialty Lending position peaked at $11K in Q4 2019.
203 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q4 2025.

Based on Archer Investment Corporation's 13F filing for Q4 2025, filed 30 Jan 2026.