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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
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

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

Steel Grove Capital Advisors's OCSL Position: Q2 2026 in Review

Steel Grove Capital Advisors increased its Oaktree Specialty Lending (OCSL) stake by 0.04% in Q2 2026, buying an estimated $314 and bringing the position to 70,563 shares worth $843K. The position accounts for 0.08% of the portfolio, ranked #121.

Steel Grove Capital Advisors first reported a position in OCSL in Q4 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

  • Steel Grove Capital Advisors held 70,563 shares of Oaktree Specialty Lending worth $843K as of Q2 2026.
  • Steel Grove Capital Advisors bought 26 Oaktree Specialty Lending shares in Q2 2026, an estimated $314.
  • Oaktree Specialty Lending made up 0.08% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #121 holding.
  • Steel Grove Capital Advisors first reported a position in Oaktree Specialty Lending in Q4 2025 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.