Farther Finance Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

Farther Finance 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 Q3	$8.97K	Hold	754	–	–	﹤0.01%	4687
2026 Q2	$9K	Sell	754 -18	-2%	-$217	﹤0.01%	4494
2026 Q1	$8.64K	Hold	772	–	–	﹤0.01%	4204
2025 Q4	$9.84K	Buy	+772	New	+$10.3K	﹤0.01%	3927

Other funds holding OCSL

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return

Farther Finance Advisors's OCSL Position: Q3 2026 in Review

Farther Finance Advisors held its Oaktree Specialty Lending (OCSL) position steady in Q3 2026 at 754 shares worth $8.97K. The position accounts for ﹤0.01% of the portfolio, ranked #4687.

Farther Finance Advisors first reported a position in OCSL in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.84K in Q4 2025. 8 funds tracked by Wall St. Rank hold OCSL as of Q3 2026.

Farther Finance Advisors held 754 shares of Oaktree Specialty Lending worth $8.97K as of Q3 2026.
Farther Finance Advisors left its Oaktree Specialty Lending share count unchanged in Q3 2026.
Oaktree Specialty Lending made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4687 holding.
Farther Finance Advisors first reported a position in Oaktree Specialty Lending in Q4 2025 and has held it in 4 quarters since.
Farther Finance Advisors's Oaktree Specialty Lending position peaked at $9.84K in Q4 2025.
8 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.