First Foundation Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

First Foundation 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
2025 Q4	–	Sell	-10,559	Closed	-$138K	–	345
2025 Q3	$138K	Hold	10,559	–	–	0.01%	327
2025 Q2	$144K	Hold	10,559	–	–	0.01%	324
2025 Q1	$162K	Hold	10,559	–	–	0.01%	323
2024 Q4	$161K	Hold	10,559	–	–	0.01%	332
2024 Q3	$172K	Hold	10,559	–	–	0.01%	339
2024 Q2	$199K	Hold	10,559	–	–	0.01%	331
2024 Q1	$208K	Hold	10,559	–	–	0.01%	330
2023 Q4	$216K	Sell	10,559 -2,390	-18%	-$47.2K	0.01%	326
2023 Q3	$261K	Hold	12,949	–	–	0.01%	342
2023 Q2	$252K	Hold	12,949	–	–	0.01%	348
2023 Q1	$243K	Sell	12,949 -3	-0%	-$60	0.01%	333
2022 Q4	$267K	Sell	12,952 -1,349	-9%	-$27.2K	0.01%	326
2022 Q3	$257K	Sell	14,301 -1	-0%	-$20	0.01%	311
2022 Q2	$281K	Sell	14,302 -7,012	-33%	-$148K	0.01%	321
2022 Q1	$471K	Sell	21,314 -7,746	-27%	-$173K	0.02%	266
2021 Q4	$650K	Sell	29,060 -724	-2%	-$16K	0.02%	242
2021 Q3	$631K	Sell	29,784 -8,191	-22%	-$173K	0.02%	246
2021 Q2	$762K	Buy	37,975 +4,625	+14%	+$92.6K	0.03%	238
2021 Q1	$621K	Buy	33,350 +26,969	+423%	+$485K	0.03%	244
2020 Q4	$107K	Sell	6,381 -10,846	-63%	-$168K	﹤0.01%	405
2020 Q3	$250K	Sell	17,227 -733	-4%	-$10.5K	0.01%	322
2020 Q2	$241K	Hold	17,960	–	–	0.01%	306
2020 Q1	$175K	Buy	17,960 +7,871	+78%	+$115K	0.01%	320
2019 Q4	$165K	Buy	+10,089	New	+$159K	0.01%	336
2018 Q3	–	Sell	-5,733	Closed	-$82K	–	366
2018 Q2	$82K	Hold	5,733	–	–	﹤0.01%	322
2018 Q1	$72K	Buy	5,733 +733	+15%	+$10.2K	﹤0.01%	310
2017 Q4	$73K	Hold	5,000	–	–	﹤0.01%	319
2017 Q3	$82K	Hold	5,000	–	–	﹤0.01%	298
2017 Q2	$73K	Hold	5,000	–	–	﹤0.01%	306
2017 Q1	$69K	Hold	5,000	–	–	﹤0.01%	308
2016 Q4	$81K	Hold	5,000	–	–	0.01%	301
2016 Q3	$87K	Hold	5,000	–	–	0.01%	282
2016 Q2	$73K	Hold	5,000	–	–	0.01%	285
2016 Q1	$75K	Hold	5,000	–	–	0.01%	286
2015 Q4	$96K	Hold	5,000	–	–	0.01%	283
2015 Q3	$93K	Hold	5,000	–	–	0.01%	227
2015 Q2	$98K	Buy	5,000 +1,667	+50%	+$34.9K	0.01%	230
2015 Q1	$73K	Hold	3,333	–	–	0.01%	233
2014 Q4	$80K	Hold	3,333	–	–	0.01%	237
2014 Q3	$92K	Hold	3,333	–	–	0.01%	227
2014 Q2	$98K	Hold	3,333	–	–	0.01%	227
2014 Q1	$95K	Hold	3,333	–	–	0.01%	187
2013 Q4	$93K	Buy	+3,333	New	+$98.6K	0.01%	184

Other funds holding OCSL

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

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

JVBC

J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 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

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

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

CAM

Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

First Foundation Advisors's OCSL Position: Q4 2025 in Review

First Foundation Advisors sold out of Oaktree Specialty Lending (OCSL) in Q4 2025, closing a stake of 10,559 shares — an estimated $138K sold.

First Foundation Advisors first reported a position in OCSL in Q4 2013 and held it in 43 quarters. The position peaked at $762K in Q2 2021. 203 funds tracked by Wall St. Rank hold OCSL as of Q4 2025.

First Foundation Advisors reported no remaining Oaktree Specialty Lending position as of Q4 2025 after selling out during the quarter.
First Foundation Advisors sold 10,559 Oaktree Specialty Lending shares in Q4 2025, an estimated $138K.
First Foundation Advisors first reported a position in Oaktree Specialty Lending in Q4 2013 and held it in 43 quarters.
First Foundation Advisors's Oaktree Specialty Lending position peaked at $762K in Q2 2021.
203 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q4 2025.

Based on First Foundation Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.