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BOK Financial’s Oaktree Specialty Lending OCSL Stock Holding History

BOK Financial’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 		$22.7K Hold
1,900
– – ﹤0.01% 919
2026
Q1 		$21.5K Hold
1,900
– – ﹤0.01% 900
2025
Q4 		$24.2K Hold
1,900
– – ﹤0.01% 914
2025
Q3 		$24.8K Hold
1,900
– – ﹤0.01% 925
2025
Q2 		$26K Hold
1,900
– – ﹤0.01% 886
2025
Q1 		$29.2K Hold
1,900
– – ﹤0.01% 880
2024
Q4 		$28.4K Hold
1,900
– – ﹤0.01% 878
2024
Q3 		$31.1K Buy
+1,900
New +$32.5K ﹤0.01% 877

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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
VanEck Associates
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
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

BOK Financial's OCSL Position: Q2 2026 in Review

BOK Financial held its Oaktree Specialty Lending (OCSL) position steady in Q2 2026 at 1,900 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

BOK Financial first reported a position in OCSL in Q3 2024 and has held it in 8 quarters since. The position peaked at $31.1K in Q3 2024. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

  • BOK Financial held 1,900 shares of Oaktree Specialty Lending worth $22.7K as of Q2 2026.
  • BOK Financial left its Oaktree Specialty Lending share count unchanged in Q2 2026.
  • Oaktree Specialty Lending made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #919 holding.
  • BOK Financial first reported a position in Oaktree Specialty Lending in Q3 2024 and has held it in 8 quarters since.
  • BOK Financial's Oaktree Specialty Lending position peaked at $31.1K in Q3 2024.
  • 165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.