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 Q3	$2.23M	Buy	187,111 +1,841	+1%	+$22.9K	0.26%	58
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

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fiduciary Financial Group's OCSL Position: Q3 2026 in Review

Fiduciary Financial Group increased its Oaktree Specialty Lending (OCSL) stake by 0.99% in Q3 2026, buying an estimated $22.9K and bringing the position to 187,111 shares worth $2.23M. The position accounts for 0.26% of the portfolio, ranked #58.

Fiduciary Financial Group first reported a position in OCSL in Q4 2024 and has held it in 8 quarters since. 8 funds tracked by Wall St. Rank hold OCSL as of Q3 2026.

Fiduciary Financial Group held 187,111 shares of Oaktree Specialty Lending worth $2.23M as of Q3 2026.
Fiduciary Financial Group bought 1,841 Oaktree Specialty Lending shares in Q3 2026, an estimated $22.9K.
Oaktree Specialty Lending made up 0.26% of Fiduciary Financial Group's portfolio in Q3 2026, its #58 holding.
Fiduciary Financial Group first reported a position in Oaktree Specialty Lending in Q4 2024 and has held it in 8 quarters since.
8 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q3 2026.

Based on Fiduciary Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.