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Wills Financial Group’s Oaktree Specialty Lending OCSL Stock Holding History

Wills Financial 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
Q1 		– Sell
-295,317
Closed -$3.76M – 79
2025
Q4 		$3.76M Buy
295,317
+62,588
+27% +$836K 1.44% 25
2025
Q3 		$3.04M Sell
232,729
-79
-0% -$1.09K 1.25% 27
2025
Q2 		$3.18M Buy
232,808
+973
+0.4% +$13.7K 1.38% 26
2025
Q1 		$3.56M Buy
231,835
+65,337
+39% +$1.02M 1.58% 25
2024
Q4 		$2.54M Buy
+166,498
New +$2.67M 1.1% 31

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
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Wills Financial Group's OCSL Position: Q1 2026 in Review

Wills Financial Group sold out of Oaktree Specialty Lending (OCSL) in Q1 2026, closing a stake of 295,317 shares — an estimated $3.76M sold.

Wills Financial Group first reported a position in OCSL in Q4 2024 and held it in 5 quarters. The position peaked at $3.76M in Q4 2025. 187 funds tracked by Wall St. Rank hold OCSL as of Q1 2026.

  • Wills Financial Group reported no remaining Oaktree Specialty Lending position as of Q1 2026 after selling out during the quarter.
  • Wills Financial Group sold 295,317 Oaktree Specialty Lending shares in Q1 2026, an estimated $3.76M.
  • Wills Financial Group first reported a position in Oaktree Specialty Lending in Q4 2024 and held it in 5 quarters.
  • Wills Financial Group's Oaktree Specialty Lending position peaked at $3.76M in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2026.

Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.