Kestra Advisory Services’s Oaktree Specialty Lending OCSL Stock Holding History

Kestra Advisory Services’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	-6,788	Closed	-$86.5K	–	3995
2025 Q4	$86.5K	Buy	+6,788	New	+$90.7K	﹤0.01%	3548
2023 Q1	–	Sell	-5,537	Closed	-$114K	–	2246
2022 Q4	$114K	Buy	5,537 +200	+4%	+$4.03K	﹤0.01%	2127
2022 Q3	$96K	Sell	5,337 -1,243	-19%	-$25.3K	﹤0.01%	1983
2022 Q2	$129K	Buy	+6,580	New	+$139K	﹤0.01%	1956

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

Kestra Advisory Services's OCSL Position: Q1 2026 in Review

Kestra Advisory Services sold out of Oaktree Specialty Lending (OCSL) in Q1 2026, closing a stake of 6,788 shares — an estimated $86.5K sold.

Kestra Advisory Services first reported a position in OCSL in Q2 2022 and held it in 4 quarters. The position peaked at $129K in Q2 2022. 187 funds tracked by Wall St. Rank hold OCSL as of Q1 2026.

Kestra Advisory Services reported no remaining Oaktree Specialty Lending position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 6,788 Oaktree Specialty Lending shares in Q1 2026, an estimated $86.5K.
Kestra Advisory Services first reported a position in Oaktree Specialty Lending in Q2 2022 and held it in 4 quarters.
Kestra Advisory Services's Oaktree Specialty Lending position peaked at $129K in Q2 2022.
187 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.