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

Kaizen Financial Strategies’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 Q2	$256K	Buy	+21,100	New	+$255K	0.08%	148

Other funds holding OCSL

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

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

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return

Kaizen Financial Strategies's OCSL Position: Q2 2026 in Review

Kaizen Financial Strategies opened a new position in Oaktree Specialty Lending (OCSL) in Q2 2026: 21,100 shares worth $256K. The stake represents 0.08% of the portfolio and ranks #148 among its holdings.

48 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

Kaizen Financial Strategies held 21,100 shares of Oaktree Specialty Lending worth $256K as of Q2 2026.
Oaktree Specialty Lending was a new Kaizen Financial Strategies position in Q2 2026.
Oaktree Specialty Lending made up 0.08% of Kaizen Financial Strategies's portfolio in Q2 2026, its #148 holding.
48 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.