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

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

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 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

Fiduciary Financial Group's OCSL Position: Q2 2026 in Review

Fiduciary Financial Group increased its Oaktree Specialty Lending (OCSL) stake by 20% in Q2 2026, buying an estimated $377K and bringing the position to 185,270 shares worth $2.21M. The position accounts for 0.25% of the portfolio, ranked #59.

Fiduciary Financial Group first reported a position in OCSL in Q4 2024 and has held it in 7 quarters since. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

Fiduciary Financial Group held 185,270 shares of Oaktree Specialty Lending worth $2.21M as of Q2 2026.
Fiduciary Financial Group bought 31,226 Oaktree Specialty Lending shares in Q2 2026, an estimated $377K.
Oaktree Specialty Lending made up 0.25% of Fiduciary Financial Group's portfolio in Q2 2026, its #59 holding.
Fiduciary Financial Group first reported a position in Oaktree Specialty Lending in Q4 2024 and has held it in 7 quarters since.
165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.