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

Independent 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
2025
Q2 		– Sell
-23,450
Closed -$360K – 1343
2025
Q1 		$360K Sell
23,450
-3,550
-13% -$55.7K 0.01% 858
2024
Q4 		$413K Sell
27,000
-8,150
-23% -$131K 0.01% 769
2024
Q3 		$573K Sell
35,150
-3,750
-10% -$64.2K 0.02% 604
2024
Q2 		$732K Sell
38,900
-1,650
-4% -$31.9K 0.03% 484
2024
Q1 		$797K Sell
40,550
-11,900
-23% -$240K 0.04% 441
2023
Q4 		$1.07M Buy
+52,450
New +$1.04M 0.06% 343

Other funds holding OCSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 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
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 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
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Financial Group's OCSL Position: Q2 2025 in Review

Independent Financial Group sold out of Oaktree Specialty Lending (OCSL) in Q2 2025, closing a stake of 23,450 shares — an estimated $360K sold.

Independent Financial Group first reported a position in OCSL in Q4 2023 and held it in 6 quarters. The position peaked at $1.07M in Q4 2023. 193 funds tracked by Wall St. Rank hold OCSL as of Q2 2025.

  • Independent Financial Group reported no remaining Oaktree Specialty Lending position as of Q2 2025 after selling out during the quarter.
  • Independent Financial Group sold 23,450 Oaktree Specialty Lending shares in Q2 2025, an estimated $360K.
  • Independent Financial Group first reported a position in Oaktree Specialty Lending in Q4 2023 and held it in 6 quarters.
  • Independent Financial Group's Oaktree Specialty Lending position peaked at $1.07M in Q4 2023.
  • 193 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2025.

Based on Independent Financial Group's 13F filing for Q2 2025, filed 15 May 2026.