Sigma Planning Corp
OCSL icon

Sigma Planning Corp’s Oaktree Specialty Lending OCSL Stock Holding History

Sigma Planning Corp’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
Q3 		$175K Buy
+14,747
New +$183K ﹤0.01% 1270
2015
Q1 		– Sell
-4,823
Closed -$116K – 777
2014
Q4 		$116K Buy
+4,823
New +$125K 0.02% 677

Other funds holding OCSL

Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
J.V. Bruni & Co
J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Melia Wealth
Melia Wealth Tulsa, Oklahoma $175M AUM 9.82% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Sigma Planning Corp's OCSL Position: Q3 2026 in Review

Sigma Planning Corp opened a new position in Oaktree Specialty Lending (OCSL) in Q3 2026: 14,747 shares worth $175K. The stake represents ﹤0.01% of the portfolio and ranks #1270 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in OCSL as recently as Q4 2014.

Sigma Planning Corp first reported a position in OCSL in Q4 2014 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold OCSL as of Q3 2026.

  • Sigma Planning Corp held 14,747 shares of Oaktree Specialty Lending worth $175K as of Q3 2026.
  • Oaktree Specialty Lending was a new Sigma Planning Corp position in Q3 2026.
  • Oaktree Specialty Lending made up ﹤0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1270 holding.
  • Sigma Planning Corp first reported a position in Oaktree Specialty Lending in Q4 2014 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.