MML Investors Services
OCSL icon

MML Investors Services’s Oaktree Specialty Lending OCSL Stock Holding History

MML Investors 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
Q2 		$190K Buy
15,923
+3,548
+29% +$42.8K ﹤0.01% 3125
2026
Q1 		$140K Sell
12,375
-400
-3% -$4.79K ﹤0.01% 2857
2025
Q4 		$163K Sell
12,775
-250
-2% -$3.34K ﹤0.01% 2886
2025
Q3 		$170K Sell
13,025
-17,914
-58% -$247K ﹤0.01% 2781
2025
Q2 		$423K Buy
30,939
+2,978
+11% +$42K ﹤0.01% 2201
2025
Q1 		$429K Sell
27,961
-59
-0.2% -$925 ﹤0.01% 2085
2024
Q4 		$428K Buy
28,020
+17,294
+161% +$277K ﹤0.01% 2014
2024
Q3 		$175K Buy
+10,726
New +$184K ﹤0.01% 2464
2024
Q1 		– Sell
-10,834
Closed -$221K – 2545
2023
Q4 		$221K Sell
10,834
-448
-4% -$8.85K ﹤0.01% 2254
2023
Q3 		$227K Hold
11,282
– – ﹤0.01% 2079
2023
Q2 		$219K Hold
11,282
– – ﹤0.01% 2124
2023
Q1 		$212K Sell
11,282
-1
-0% -$20 ﹤0.01% 1882
2022
Q4 		$233K Hold
11,283
– – ﹤0.01% 1943
2022
Q3 		$203K Buy
11,283
+7,500
+198% +$153K ﹤0.01% 1935
2022
Q2 		$74K Buy
3,783
+224
+6% +$4.72K ﹤0.01% 1994
2022
Q1 		$79K Buy
3,559
+224
+7% +$5.01K ﹤0.01% 2027
2021
Q4 		$75K Buy
+3,335
New +$73.8K ﹤0.01% 1988

Other funds holding OCSL

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return

MML Investors Services's OCSL Position: Q2 2026 in Review

MML Investors Services increased its Oaktree Specialty Lending (OCSL) stake by 29% in Q2 2026, buying an estimated $42.8K and bringing the position to 15,923 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #3125.

MML Investors Services first reported a position in OCSL in Q4 2021 and has held it in 17 quarters since. The position peaked at $429K in Q1 2025. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

  • MML Investors Services held 15,923 shares of Oaktree Specialty Lending worth $190K as of Q2 2026.
  • MML Investors Services bought 3,548 Oaktree Specialty Lending shares in Q2 2026, an estimated $42.8K.
  • Oaktree Specialty Lending made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #3125 holding.
  • MML Investors Services first reported a position in Oaktree Specialty Lending in Q4 2021 and has held it in 17 quarters since.
  • MML Investors Services's Oaktree Specialty Lending position peaked at $429K in Q1 2025.
  • 165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.