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BFSG LLC’s Oaktree Specialty Lending OCSL Stock Holding History

BFSG LLC’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 		$242K Buy
21,386
+1,846
+9% +$22.1K 0.02% 249
2025
Q4 		$249K Buy
19,540
+1,814
+10% +$24.2K 0.02% 243
2025
Q3 		$231K Buy
17,726
+4,251
+32% +$58.5K 0.02% 255
2025
Q2 		$184K Buy
13,475
+695
+5% +$9.8K 0.02% 260
2025
Q1 		$196K Buy
12,780
+225
+2% +$3.53K 0.02% 240
2024
Q4 		$192K Buy
12,555
+4,300
+52% +$68.9K 0.02% 242
2024
Q3 		$135K Buy
8,255
+5,576
+208% +$95.5K 0.02% 291
2024
Q2 		$50.4K Sell
2,679
-820
-23% -$15.9K 0.01% 361
2024
Q1 		$68.8K Hold
3,499
– – 0.01% 352
2023
Q4 		$71.5K Buy
+3,499
New +$69.1K 0.01% 328
2018
Q2 		– Sell
-4,903
Closed -$62K – 147
2018
Q1 		$62K Buy
+4,903
New +$67.9K 0.03% 143

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
AM
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 $5.91B AUM 42.97% 1-Year Est. Return
VanEck Associates
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return