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Newbridge Financial Services Group’s Oaktree Specialty Lending OCSL Stock Holding History

Newbridge Financial Services 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
Q4 		– Sell
-500
Closed -$6.53K – 1367
2025
Q3 		$6.53K Hold
500
– – ﹤0.01% 977
2025
Q2 		$6.83K Sell
500
-891
-64% -$12.6K ﹤0.01% 974
2025
Q1 		$21.4K Hold
1,391
– – 0.01% 533
2024
Q4 		$21.3K Hold
1,391
– – 0.01% 585
2024
Q3 		$22.7K Sell
1,391
-2,075
-60% -$35.5K 0.01% 347
2024
Q2 		$65.2K Sell
3,466
-3,754
-52% -$72.6K 0.02% 330
2024
Q1 		$142K Buy
+7,220
New +$146K 0.06% 240
2023
Q4 		– Sell
-3,974
Closed -$80K – 1278
2023
Q3 		$80K Buy
3,974
+1,750
+79% +$35K 0.04% 335
2023
Q2 		$43.2K Buy
2,224
+500
+29% +$9.4K 0.02% 496
2023
Q1 		$32.4K Buy
1,724
+333
+24% +$6.63K 0.02% 571
2022
Q4 		$28.7K Hold
1,391
– – 0.02% 607
2022
Q3 		$25K Hold
1,391
– – 0.01% 639
2022
Q2 		$27K Hold
1,391
– – 0.02% 565
2022
Q1 		$31K Hold
1,391
– – 0.02% 598
2021
Q4 		$31K Hold
1,391
– – 0.01% 603
2021
Q3 		$29K Buy
1,391
+500
+56% +$10.6K 0.02% 562
2021
Q2 		$18K Sell
891
-2,050
-70% -$41.1K 0.01% 807
2021
Q1 		$55K Buy
2,941
+2,556
+664% +$46K 0.04% 375
2020
Q4 		$6K Buy
385
+8
+2% +$124 ﹤0.01% 821
2020
Q3 		$5K Buy
+377
New +$5.38K ﹤0.01% 811

Other funds holding OCSL

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Morgan Stanley
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
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
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
UBS Group
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

Newbridge Financial Services Group's OCSL Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Oaktree Specialty Lending (OCSL) in Q4 2025, closing a stake of 500 shares — an estimated $6.53K sold.

Newbridge Financial Services Group first reported a position in OCSL in Q3 2020 and held it in 20 quarters. The position peaked at $142K in Q1 2024. 203 funds tracked by Wall St. Rank hold OCSL as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Oaktree Specialty Lending position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 500 Oaktree Specialty Lending shares in Q4 2025, an estimated $6.53K.
  • Newbridge Financial Services Group first reported a position in Oaktree Specialty Lending in Q3 2020 and held it in 20 quarters.
  • Newbridge Financial Services Group's Oaktree Specialty Lending position peaked at $142K in Q1 2024.
  • 203 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.