Raymond James Financial
OCSL icon

Raymond James Financial’s Oaktree Specialty Lending OCSL Stock Holding History

Raymond James 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 		$5.38M Buy
450,265
+26,242
+6% +$317K ﹤0.01% 2676
2026
Q1 		$4.79M Buy
424,023
+26,836
+7% +$321K ﹤0.01% 2622
2025
Q4 		$5.06M Buy
397,187
+323,040
+436% +$4.32M ﹤0.01% 2505
2025
Q3 		$968K Buy
74,147
+6,092
+9% +$83.9K ﹤0.01% 3694
2025
Q2 		$930K Buy
68,055
+402
+0.6% +$5.67K ﹤0.01% 3637
2025
Q1 		$1.04M Buy
67,653
+21,773
+47% +$342K ﹤0.01% 3462
2024
Q4 		$701K Buy
+45,880
New +$735K ﹤0.01% 3693

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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 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
UBS Group
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

Raymond James Financial's OCSL Position: Q2 2026 in Review

Raymond James Financial increased its Oaktree Specialty Lending (OCSL) stake by 6.2% in Q2 2026, buying an estimated $317K and bringing the position to 450,265 shares worth $5.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2676.

Raymond James Financial first reported a position in OCSL in Q4 2024 and has held it in 7 quarters since. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

  • Raymond James Financial held 450,265 shares of Oaktree Specialty Lending worth $5.38M as of Q2 2026.
  • Raymond James Financial bought 26,242 Oaktree Specialty Lending shares in Q2 2026, an estimated $317K.
  • Oaktree Specialty Lending made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2676 holding.
  • Raymond James Financial first reported a position in Oaktree Specialty Lending in Q4 2024 and has held it in 7 quarters since.
  • 165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.