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OCSL icon

PFS Partners’s Oaktree Specialty Lending OCSL Stock Holding History

PFS Partners’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 		$21.9K Hold
1,936
– – 0.01% 273
2025
Q4 		$24.7K Hold
1,936
– – 0.01% 260
2025
Q3 		$25.3K Hold
1,936
– – 0.01% 239
2025
Q2 		$26.4K Hold
1,936
– – 0.01% 210
2025
Q1 		$29.7K Hold
1,936
– – 0.02% 184
2024
Q4 		$29.6K Hold
1,936
– – 0.02% 186
2024
Q3 		$31.6K Buy
1,936
+1,660
+601% +$28.4K 0.02% 169
2024
Q2 		$5.19K Hold
276
– – ﹤0.01% 333
2024
Q1 		$5.43K Hold
276
– – ﹤0.01% 339
2023
Q4 		$5.64K Hold
276
– – ﹤0.01% 330
2023
Q3 		$5.55K Hold
276
– – ﹤0.01% 318
2023
Q2 		$5.36K Hold
276
– – ﹤0.01% 344
2023
Q1 		$5.18K Hold
276
– – 0.01% 279
2022
Q4 		$5.7K Hold
276
– – 0.01% 261
2022
Q3 		$4.97K Buy
+276
New +$5.62K 0.01% 253

Other funds holding OCSL

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 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 $5.91B AUM 42.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return