FSG
OCSL icon

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

Financial Strategies 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
Q3 		– Sell
-55,428
Closed -$799K – 99
2025
Q2 		$799K Buy
55,428
+9,076
+20% +$128K 0.17% 53
2025
Q1 		$657K Buy
46,352
+8,964
+24% +$141K 0.16% 55
2024
Q4 		$559K Buy
37,388
+9,207
+33% +$148K 0.13% 58
2024
Q3 		$462K Buy
28,181
+9,515
+51% +$163K 0.11% 64
2024
Q2 		$347K Buy
18,666
+8,553
+85% +$165K 0.09% 69
2024
Q1 		$197K Buy
+10,113
New +$204K 0.05% 80

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Financial Strategies Group's OCSL Position: Q3 2025 in Review

Financial Strategies Group sold out of Oaktree Specialty Lending (OCSL) in Q3 2025, closing a stake of 55,428 shares — an estimated $799K sold.

Financial Strategies Group first reported a position in OCSL in Q1 2024 and held it in 6 quarters. The position peaked at $799K in Q2 2025. 185 funds tracked by Wall St. Rank hold OCSL as of Q3 2025.

  • Financial Strategies Group reported no remaining Oaktree Specialty Lending position as of Q3 2025 after selling out during the quarter.
  • Financial Strategies Group sold 55,428 Oaktree Specialty Lending shares in Q3 2025, an estimated $799K.
  • Financial Strategies Group first reported a position in Oaktree Specialty Lending in Q1 2024 and held it in 6 quarters.
  • Financial Strategies Group's Oaktree Specialty Lending position peaked at $799K in Q2 2025.
  • 185 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q3 2025.

Based on Financial Strategies Group's 13F filing for Q3 2025, filed 4 Nov 2025.