CIBC Private Wealth Group
OCSL icon

CIBC Private Wealth Group’s Oaktree Specialty Lending OCSL Stock Holding History

CIBC Private Wealth Group’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 		$26.1K Hold
2,050
– – ﹤0.01% 2062
2025
Q3 		$26.8K Hold
2,050
– – ﹤0.01% 2049
2025
Q2 		$28K Hold
2,050
– – ﹤0.01% 1896
2025
Q1 		$26.5K Buy
2,050
+50
+3% +$784 ﹤0.01% 1895
2024
Q4 		$30.1K Sell
2,000
-2,800
-58% -$44.9K ﹤0.01% 1895
2024
Q3 		$78.3K Hold
4,800
– – ﹤0.01% 1600
2024
Q2 		$89.9K Buy
4,800
+500
+12% +$9.67K ﹤0.01% 1444
2024
Q1 		$83.1K Buy
+4,300
New +$86.9K ﹤0.01% 1469

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
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

CIBC Private Wealth Group's OCSL Position: Q4 2025 in Review

CIBC Private Wealth Group held its Oaktree Specialty Lending (OCSL) position steady in Q4 2025 at 2,050 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2062.

CIBC Private Wealth Group first reported a position in OCSL in Q1 2024 and has held it in 8 quarters since. The position peaked at $89.9K in Q2 2024. 204 funds tracked by Wall St. Rank hold OCSL as of Q4 2025.

  • CIBC Private Wealth Group held 2,050 shares of Oaktree Specialty Lending worth $26.1K as of Q4 2025.
  • CIBC Private Wealth Group left its Oaktree Specialty Lending share count unchanged in Q4 2025.
  • Oaktree Specialty Lending made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2062 holding.
  • CIBC Private Wealth Group first reported a position in Oaktree Specialty Lending in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's Oaktree Specialty Lending position peaked at $89.9K in Q2 2024.
  • 204 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.