Founders Capital Management (Texas)’s Oaktree Specialty Lending OCSL Stock Holding History

Founders Capital Management (Texas)’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 Q1	–	Sell	-1,000	Closed	-$12.7K	–	418
2025 Q4	$12.7K	Hold	1,000	–	–	0.01%	289
2025 Q3	$13.1K	Hold	1,000	–	–	0.01%	272
2025 Q2	$13.7K	Hold	1,000	–	–	0.01%	263
2025 Q1	$15.4K	Hold	1,000	–	–	0.01%	249
2024 Q4	$15.3K	Hold	1,000	–	–	0.01%	250
2024 Q3	$16.3K	Hold	1,000	–	–	0.01%	255
2024 Q2	$18.8K	Hold	1,000	–	–	0.01%	235
2024 Q1	$19.7K	Hold	1,000	–	–	0.01%	232
2023 Q4	$20.4K	Hold	1,000	–	–	0.01%	227
2023 Q3	$20.1K	Hold	1,000	–	–	0.02%	221
2023 Q2	$19.4K	Hold	1,000	–	–	0.01%	236
2023 Q1	$19K	Hold	1,000	–	–	0.01%	242
2022 Q4	$21K	Hold	1,000	–	–	0.02%	223
2022 Q3	$18K	Hold	1,000	–	–	0.01%	233
2022 Q2	$20K	Hold	1,000	–	–	0.02%	232
2022 Q1	$22K	Hold	1,000	–	–	0.01%	201
2021 Q4	$22K	Hold	1,000	–	–	0.01%	201
2021 Q3	$21K	Hold	1,000	–	–	0.01%	212
2021 Q2	$20K	Hold	1,000	–	–	0.01%	203
2021 Q1	$19K	Hold	1,000	–	–	0.01%	202
2020 Q4	$17K	Buy	+1,000	New	+$15.5K	0.01%	208
2020 Q1	$13K	Buy	1,333 +666	+100%	+$9.72K	0.01%	189
2019 Q4	$11K	Hold	667	–	–	0.01%	245
2019 Q3	$10K	Hold	667	–	–	0.01%	251
2019 Q2	$11K	Hold	667	–	–	0.01%	250
2019 Q1	$10K	Hold	667	–	–	0.01%	254
2018 Q4	$8K	Hold	667	–	–	0.01%	254
2018 Q3	$10K	Hold	667	–	–	0.01%	243
2018 Q2	$10K	Hold	667	–	–	0.01%	249
2018 Q1	$8K	Hold	667	–	–	0.01%	301
2017 Q4	$10K	Hold	667	–	–	0.01%	278
2017 Q3	$11K	Hold	667	–	–	0.01%	268
2017 Q2	$10K	Buy	667 +334	+100%	+$4.27K	0.01%	274
2017 Q1	$5K	Buy	+333	New	+$4.96K	﹤0.01%	347

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

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

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

OCM

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

VanEck Associates New York $164B AUM 112.45% 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

Founders Capital Management (Texas)'s OCSL Position: Q1 2026 in Review

Founders Capital Management (Texas) sold out of Oaktree Specialty Lending (OCSL) in Q1 2026, closing a stake of 1,000 shares — an estimated $12.7K sold.

Founders Capital Management (Texas) first reported a position in OCSL in Q1 2017 and held it in 34 quarters. The position peaked at $22K in Q1 2022. 187 funds tracked by Wall St. Rank hold OCSL as of Q1 2026.

Founders Capital Management (Texas) reported no remaining Oaktree Specialty Lending position as of Q1 2026 after selling out during the quarter.
Founders Capital Management (Texas) sold 1,000 Oaktree Specialty Lending shares in Q1 2026, an estimated $12.7K.
Founders Capital Management (Texas) first reported a position in Oaktree Specialty Lending in Q1 2017 and held it in 34 quarters.
Founders Capital Management (Texas)'s Oaktree Specialty Lending position peaked at $22K in Q1 2022.
187 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q1 2026, filed 21 Apr 2026.