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 Q2	$2.42M	Buy	202,342 +41,336	+26%	+$499K	0.5%	66
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

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

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 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

Plan Group Financial's OCSL Position: Q2 2026 in Review

Plan Group Financial increased its Oaktree Specialty Lending (OCSL) stake by 26% in Q2 2026, buying an estimated $499K and bringing the position to 202,342 shares worth $2.42M. The position accounts for 0.5% of the portfolio, ranked #66.

Plan Group Financial first reported a position in OCSL in Q1 2024 and has held it in 10 quarters since. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

Plan Group Financial held 202,342 shares of Oaktree Specialty Lending worth $2.42M as of Q2 2026.
Plan Group Financial bought 41,336 Oaktree Specialty Lending shares in Q2 2026, an estimated $499K.
Oaktree Specialty Lending made up 0.5% of Plan Group Financial's portfolio in Q2 2026, its #66 holding.
Plan Group Financial first reported a position in Oaktree Specialty Lending in Q1 2024 and has held it in 10 quarters since.
165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.