Steel Grove Capital Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

Steel Grove Capital Advisors’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	$839K	Sell	70,474 -89	-0.1%	-$1.11K	0.07%	120
2026 Q2	$843K	Buy	70,563 +26	+0%	+$314	0.08%	121
2026 Q1	$797K	Buy	70,537 +28,602	+68%	+$342K	0.08%	117
2025 Q4	$534K	Buy	+41,935	New	+$560K	0.06%	117

Other funds holding OCSL

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Steel Grove Capital Advisors's OCSL Position: Q3 2026 in Review

Steel Grove Capital Advisors reduced its Oaktree Specialty Lending (OCSL) stake by 0.13% in Q3 2026, selling an estimated $1.11K and leaving 70,474 shares worth $839K. The position accounts for 0.07% of the portfolio, ranked #120.

Steel Grove Capital Advisors first reported a position in OCSL in Q4 2025 and has held it in 4 quarters since. The position peaked at $843K in Q2 2026. 8 funds tracked by Wall St. Rank hold OCSL as of Q3 2026.

Steel Grove Capital Advisors held 70,474 shares of Oaktree Specialty Lending worth $839K as of Q3 2026.
Steel Grove Capital Advisors sold 89 Oaktree Specialty Lending shares in Q3 2026, an estimated $1.11K.
Oaktree Specialty Lending made up 0.07% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #120 holding.
Steel Grove Capital Advisors first reported a position in Oaktree Specialty Lending in Q4 2025 and has held it in 4 quarters since.
Steel Grove Capital Advisors's Oaktree Specialty Lending position peaked at $843K in Q2 2026.
8 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.