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Beacon Pointe Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

Beacon Pointe Advisors’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
Q3 		– Sell
-50,352
Closed -$688K – 1481
2025
Q2 		$688K Sell
50,352
-30,693
-38% -$433K 0.01% 795
2025
Q1 		$1.24M Buy
81,045
+48,954
+153% +$768K 0.01% 577
2024
Q4 		$490K Sell
32,091
-221,064
-87% -$3.54M 0.01% 840
2024
Q3 		$4.13M Buy
253,155
+47,950
+23% +$821K 0.05% 326
2024
Q2 		$3.86M Buy
205,205
+30,061
+17% +$581K 0.05% 336
2024
Q1 		$3.44M Buy
175,144
+41,058
+31% +$829K 0.04% 374
2023
Q4 		$2.74M Buy
134,086
+26,042
+24% +$514K 0.03% 408
2023
Q3 		$2.17M Buy
+108,044
New +$2.16M 0.03% 443

Other funds holding OCSL

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Morgan Stanley
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
AM
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 $837M AUM 25.51% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Beacon Pointe Advisors's OCSL Position: Q3 2025 in Review

Beacon Pointe Advisors sold out of Oaktree Specialty Lending (OCSL) in Q3 2025, closing a stake of 50,352 shares — an estimated $688K sold.

Beacon Pointe Advisors first reported a position in OCSL in Q3 2023 and held it in 8 quarters. The position peaked at $4.13M in Q3 2024. 185 funds tracked by Wall St. Rank hold OCSL as of Q3 2025.

  • Beacon Pointe Advisors reported no remaining Oaktree Specialty Lending position as of Q3 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 50,352 Oaktree Specialty Lending shares in Q3 2025, an estimated $688K.
  • Beacon Pointe Advisors first reported a position in Oaktree Specialty Lending in Q3 2023 and held it in 8 quarters.
  • Beacon Pointe Advisors's Oaktree Specialty Lending position peaked at $4.13M in Q3 2024.
  • 185 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q3 2025.

Based on Beacon Pointe Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.