CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

CAPTRUST Financial 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
2026
Q1 		$113K Buy
+10,000
New +$120K ﹤0.01% 2794

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 $6.56B 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 $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

CAPTRUST Financial Advisors's OCSL Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Oaktree Specialty Lending (OCSL) stake by 0.55% in Q1 2026, buying an estimated $1.04K and bringing the position to 15,994 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #2712.

CAPTRUST Financial Advisors first reported a position in OCSL in Q3 2022 and has held it in 12 quarters since. The position peaked at $957K in Q1 2024. 187 funds tracked by Wall St. Rank hold OCSL as of Q1 2026.

  • CAPTRUST Financial Advisors held 15,994 shares of Oaktree Specialty Lending worth $181K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 87 Oaktree Specialty Lending shares in Q1 2026, an estimated $1.04K.
  • Oaktree Specialty Lending made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2712 holding.
  • CAPTRUST Financial Advisors first reported a position in Oaktree Specialty Lending in Q3 2022 and has held it in 12 quarters since.
  • CAPTRUST Financial Advisors's Oaktree Specialty Lending position peaked at $957K in Q1 2024.
  • 187 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.