Plan Group Financial’s Oaktree Specialty Lending OCSL Stock Holding History

Plan Group Financial’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	$1.82M	Buy	161,006 +31,050	+24%	+$372K	0.43%	70
2025 Q4	$1.66M	Buy	129,956 +15,728	+14%	+$210K	0.43%	72
2025 Q3	$1.49M	Buy	114,228 +22,077	+24%	+$304K	0.4%	73
2025 Q2	$1.26M	Buy	92,151 +17,503	+23%	+$247K	0.41%	76
2025 Q1	$1.15M	Buy	74,648 +31,054	+71%	+$487K	0.41%	62
2024 Q4	$666K	Buy	43,594 +4,976	+13%	+$79.7K	0.35%	60
2024 Q3	$630K	Buy	38,618 +6,634	+21%	+$114K	0.33%	60
2024 Q2	$602K	Buy	31,984 +18,674	+140%	+$361K	0.37%	59
2024 Q1	$262K	Buy	+13,310	New	+$269K	0.17%	78

Other funds holding OCSL

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

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

Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return