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Sonora Investment Management Group’s Oaktree Specialty Lending OCSL Stock Holding History

Sonora Investment Management Group’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
Q3 		$236K Hold
18,100
– – 0.02% 251
2025
Q2 		$247K Buy
18,100
+2,400
+15% +$33.8K 0.02% 239
2025
Q1 		$241K Buy
15,700
+2,000
+15% +$31.4K 0.02% 241
2024
Q4 		$209K Buy
+13,700
New +$219K 0.02% 262

Other funds holding OCSL

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 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
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

Sonora Investment Management Group's OCSL Position: Q3 2025 in Review

Sonora Investment Management Group held its Oaktree Specialty Lending (OCSL) position steady in Q3 2025 at 18,100 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #251.

Sonora Investment Management Group first reported a position in OCSL in Q4 2024 and has held it in 4 quarters since. The position peaked at $247K in Q2 2025. 185 funds tracked by Wall St. Rank hold OCSL as of Q3 2025.

  • Sonora Investment Management Group held 18,100 shares of Oaktree Specialty Lending worth $236K as of Q3 2025.
  • Sonora Investment Management Group left its Oaktree Specialty Lending share count unchanged in Q3 2025.
  • Oaktree Specialty Lending made up 0.02% of Sonora Investment Management Group's portfolio in Q3 2025, its #251 holding.
  • Sonora Investment Management Group first reported a position in Oaktree Specialty Lending in Q4 2024 and has held it in 4 quarters since.
  • Sonora Investment Management Group's Oaktree Specialty Lending position peaked at $247K in Q2 2025.
  • 185 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.