PS
OCSL icon

Principal Securities’s Oaktree Specialty Lending OCSL Stock Holding History

Principal Securities’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
-2,130
Closed -$27.8K – 2805
2025
Q3 		$27.8K Hold
2,130
– – ﹤0.01% 2245
2025
Q2 		$29.1K Buy
+2,130
New +$30K ﹤0.01% 2144
2024
Q3 		– Sell
-45
Closed -$846 – 3510
2024
Q2 		$846 Hold
45
– – ﹤0.01% 3103
2024
Q1 		$885 Hold
45
– – ﹤0.01% 3059
2023
Q4 		$919 Buy
+45
New +$889 ﹤0.01% 2973

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 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 $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Principal Securities's OCSL Position: Q4 2025 in Review

Principal Securities sold out of Oaktree Specialty Lending (OCSL) in Q4 2025, closing a stake of 2,130 shares — an estimated $27.8K sold.

Principal Securities first reported a position in OCSL in Q4 2023 and held it in 5 quarters. The position peaked at $29.1K in Q2 2025. 204 funds tracked by Wall St. Rank hold OCSL as of Q4 2025.

  • Principal Securities reported no remaining Oaktree Specialty Lending position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,130 Oaktree Specialty Lending shares in Q4 2025, an estimated $27.8K.
  • Principal Securities first reported a position in Oaktree Specialty Lending in Q4 2023 and held it in 5 quarters.
  • Principal Securities's Oaktree Specialty Lending position peaked at $29.1K in Q2 2025.
  • 204 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.