Significant Wealth Partners’s Oaktree Specialty Lending OCSL Stock Holding History

Significant Wealth Partners’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	$465K	Buy	38,933 +657	+2%	+$7.93K	0.5%	60
2026 Q1	$433K	Buy	+38,276	New	+$458K	0.53%	52
2024 Q2	–	Sell	-204,075	Closed	-$4.01M	–	128
2024 Q1	$4.01M	Buy	204,075 +139,881	+218%	+$2.83M	2.63%	3
2023 Q4	$1.31M	Buy	+64,194	New	+$1.27M	0.95%	31

Other funds holding OCSL

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return