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Equibles

Plan Group Financial, LLC

Position in OCSL — Oaktree Specialty Lending Corp

CIK 1940033 OKLAHOMA CITY, OK
Back to OCSL Full portfolio

Position in OCSL

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$2,415,963
+$596,596 QoQ
Shares Held
202,342
+25.7% QoQ
Ownership
0.230%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in OCSL Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Plan Group Financial, LLC holds $14,871,157 across 21 Asset Management names. OCSL ranks #2 (16.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ARCC
Ares Capital Corp
 147,018 $2,724,243
2 OCSL
Oaktree Specialty Lending Corp
This page 		202,342 $2,415,963
3 FDUS
FIDUS INVESTMENT Corp
 125,520 $2,393,666
4 TSLX
Sixth Street Specialty Lending, Inc.
 120,324 $2,065,963
5 IVZ
Invesco Ltd.
 14,652 $815,796
6 APO
Apollo Global Management, Inc.
 5,146 $608,823
7 NZF
Nuveen Municipal Credit Income Fund
 38,665 $490,272
8 HASI
HA Sustainable Infrastructure Capital, Inc.
 10,695 $417,639

All Filings in OCSL

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,415,963 202,342
2026-03-31 $1,819,367 161,006
2025-12-31 $1,655,639 129,956
2025-09-30 $1,490,675 114,228
2025-06-30 $1,258,782 92,151
2025-03-31 $1,146,593 74,648
2024-12-31 $666,116 43,594
2024-09-30 $629,859 38,618
2024-06-30 $601,619 31,984
2024-03-31 $261,674 13,310