Franklin Resources’s Oaktree Specialty Lending OCSL Stock Holding History

Franklin Resources’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	$8.74M	Buy	+692,945	New	+$8.62M	﹤0.01%	1332
2015 Q3	–	Sell	-3,333	Closed	-$66K	–	1610
2015 Q2	$66K	Sell	3,333 -1,834	-35%	-$38.4K	﹤0.01%	1595
2015 Q1	$113K	Buy	+5,167	New	+$116K	﹤0.01%	1566
2014 Q4	–	Sell	-8,633	Closed	-$238K	–	1594
2014 Q3	$238K	Buy	8,633 +3,466	+67%	+$101K	﹤0.01%	1516
2014 Q2	$152K	Buy	5,167 +500	+11%	+$14.1K	﹤0.01%	1548
2014 Q1	$132K	Buy	+4,667	New	+$133K	﹤0.01%	1514
2013 Q4	–	Sell	-4,767	Closed	-$147K	–	1512
2013 Q3	$147K	Buy	4,767 +1,334	+39%	+$42.4K	﹤0.01%	1454
2013 Q2	$108K	Buy	+3,433	New	+$110K	﹤0.01%	1424

Other funds holding OCSL

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $175M AUM 9.82% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Franklin Resources's OCSL Position: Q3 2026 in Review

Franklin Resources opened a new position in Oaktree Specialty Lending (OCSL) in Q3 2026: 692,945 shares worth $8.74M. The stake represents ﹤0.01% of the portfolio and ranks #1332 among its holdings. This is a return to the name: Franklin Resources previously reported a position in OCSL as recently as Q2 2015.

Franklin Resources first reported a position in OCSL in Q2 2013 and has held it in 8 quarters since. 108 funds tracked by Wall St. Rank hold OCSL as of Q3 2026.

Franklin Resources held 692,945 shares of Oaktree Specialty Lending worth $8.74M as of Q3 2026.
Oaktree Specialty Lending was a new Franklin Resources position in Q3 2026.
Oaktree Specialty Lending made up ﹤0.01% of Franklin Resources's portfolio in Q3 2026, its #1332 holding.
Franklin Resources first reported a position in Oaktree Specialty Lending in Q2 2013 and has held it in 8 quarters since.
108 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q3 2026.

Based on Franklin Resources's 13F filing for Q3 2026, filed 12 Nov 2026.