Fiduciary Financial Group’s Oaktree Specialty Lending OCSL Stock Holding History

Fiduciary Financial 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
2026 Q2	$2.21M	Buy	185,270 +31,226	+20%	+$377K	0.25%	59
2026 Q1	$1.74M	Buy	154,044 +31,221	+25%	+$374K	0.23%	61
2025 Q4	$1.56M	Buy	122,823 +43,766	+55%	+$585K	0.22%	65
2025 Q3	$1.03M	Buy	79,057 +18,600	+31%	+$256K	0.16%	86
2025 Q2	$831K	Buy	60,457 +6,847	+13%	+$96.5K	0.15%	96
2025 Q1	$726K	Buy	53,610 +35,595	+198%	+$558K	0.16%	95
2024 Q4	$270K	Buy	+18,015	New	+$289K	0.06%	225

Other funds holding OCSL

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return