BOLTON SECURITIES CORPORATION’s Oaktree Specialty Lending OCSL Stock Holding History

BOLTON SECURITIES CORPORATION’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	$149K	Buy	12,548 +425	+4%	+$5.29K	0.01%	993
2026 Q2	$145K	Sell	12,123 -10,275	-46%	-$124K	0.01%	1004
2026 Q1	$253K	Buy	+22,398	New	+$268K	0.01%	742
2025 Q3	$292K	Buy	+22,398	New	+$308K	0.01%	653
2025 Q1	$1.1M	Buy	+71,763	New	+$1.13M	0.06%	318

Other funds holding OCSL

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's OCSL Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Oaktree Specialty Lending (OCSL) stake by 3.5% in Q3 2026, buying an estimated $5.29K and bringing the position to 12,548 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #993.

BOLTON SECURITIES CORPORATION first reported a position in OCSL in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.1M in Q1 2025. 106 funds tracked by Wall St. Rank hold OCSL as of Q3 2026.

BOLTON SECURITIES CORPORATION held 12,548 shares of Oaktree Specialty Lending worth $149K as of Q3 2026.
BOLTON SECURITIES CORPORATION bought 425 Oaktree Specialty Lending shares in Q3 2026, an estimated $5.29K.
Oaktree Specialty Lending made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #993 holding.
BOLTON SECURITIES CORPORATION first reported a position in Oaktree Specialty Lending in Q1 2025 and has held it in 5 quarters since.
BOLTON SECURITIES CORPORATION's Oaktree Specialty Lending position peaked at $1.1M in Q1 2025.
106 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.