Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Oaktree Specialty Lending OCSL Stock Holding History

Sumitomo Mitsui Trust 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
2026
Q2 		$3.71M Hold
310,875
– – ﹤0.01% 756
2026
Q1 		$3.51M Hold
310,875
– – ﹤0.01% 742
2025
Q4 		$3.96M Buy
310,875
+7,106
+2% +$94.9K ﹤0.01% 752
2025
Q3 		$3.96M Buy
303,769
+63,000
+26% +$868K ﹤0.01% 753
2025
Q2 		$3.29M Buy
240,769
+16,061
+7% +$226K ﹤0.01% 757
2025
Q1 		$3.45M Sell
224,708
-598
-0.3% -$9.38K ﹤0.01% 760
2024
Q4 		$3.44M Buy
225,306
+24,636
+12% +$395K ﹤0.01% 775
2024
Q3 		$3.27M Buy
200,670
+13,883
+7% +$238K ﹤0.01% 787
2024
Q2 		$3.51M Buy
186,787
+10,526
+6% +$204K ﹤0.01% 773
2024
Q1 		$3.47M Sell
176,261
-54,529
-24% -$1.1M ﹤0.01% 849
2023
Q4 		$4.71M Buy
230,790
+17,538
+8% +$346K ﹤0.01% 823
2023
Q3 		$4.29M Sell
213,252
-10,119
-5% -$202K ﹤0.01% 841
2023
Q2 		$4.34M Sell
223,371
-9,826
-4% -$185K ﹤0.01% 842
2023
Q1 		$4.38M Sell
233,197
-7,401
-3% -$147K ﹤0.01% 845
2022
Q4 		$4.96M Sell
240,598
-4,698
-2% -$94.6K ﹤0.01% 846
2022
Q3 		$4.42M Sell
245,296
-49,686
-17% -$1.01M ﹤0.01% 859
2022
Q2 		$5.8M Buy
294,982
+2,652
+0.9% +$55.8K ﹤0.01% 852
2022
Q1 		$6.46M Buy
292,330
+6,655
+2% +$149K ﹤0.01% 838
2021
Q4 		$6.39M Sell
285,675
-22,788
-7% -$504K ﹤0.01% 816
2021
Q3 		$6.53M Sell
308,463
-30,744
-9% -$650K ﹤0.01% 816
2021
Q2 		$6.81M Sell
339,207
-38,701
-10% -$775K ﹤0.01% 827
2021
Q1 		$7.03M Buy
377,908
+35,282
+10% +$635K ﹤0.01% 809
2020
Q4 		$5.72M Buy
342,626
+12,257
+4% +$190K ﹤0.01% 828
2020
Q3 		$4.8M Buy
330,369
+46,277
+16% +$661K ﹤0.01% 819
2020
Q2 		$3.81M Buy
284,092
+14,972
+6% +$186K ﹤0.01% 815
2020
Q1 		$2.62M Buy
+269,120
New +$3.93M ﹤0.01% 844

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

Sumitomo Mitsui Trust Group's OCSL Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group held its Oaktree Specialty Lending (OCSL) position steady in Q2 2026 at 310,875 shares worth $3.71M. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Sumitomo Mitsui Trust Group first reported a position in OCSL in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.03M in Q1 2021. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 310,875 shares of Oaktree Specialty Lending worth $3.71M as of Q2 2026.
  • Sumitomo Mitsui Trust Group left its Oaktree Specialty Lending share count unchanged in Q2 2026.
  • Oaktree Specialty Lending made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #756 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Oaktree Specialty Lending in Q1 2020 and has held it in 26 quarters since.
  • Sumitomo Mitsui Trust Group's Oaktree Specialty Lending position peaked at $7.03M in Q1 2021.
  • 165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.