Plan Group Financial, LLC
Position in OCSL — Oaktree Specialty Lending Corp
CIK 1940033
OKLAHOMA CITY, OK
Position in OCSL
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,819,367
+$163,728 QoQ
Shares Held
161,006
+23.9% QoQ
Ownership
0.183%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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 Mar 31, 2026Plan Group Financial, LLC holds $11,496,007 across 19 Asset Management names. OCSL ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
121,545 | $2,190,240 | |
| 2 | OCSL |
Oaktree Specialty Lending Corp
This page
|
161,006 | $1,819,367 | |
| 3 | FDUS |
FIDUS INVESTMENT Corp
|
98,802 | $1,721,130 | |
| 4 | TSLX |
Sixth Street Specialty Lending, Inc.
|
90,369 | $1,660,982 | |
| 5 | APO |
Apollo Global Management, Inc.
|
5,512 | $614,147 | |
| 6 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
14,915 | $548,126 | |
| 7 | NZF |
Nuveen Municipal Credit Income Fund
|
38,665 | $470,939 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
9,300 | $329,592 |
All Filings in OCSL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,819,367 | 161,006 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,655,639 | 129,956 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,490,675 | 114,228 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,258,782 | 92,151 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,146,593 | 74,648 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $666,116 | 43,594 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $629,859 | 38,618 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $601,619 | 31,984 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $261,674 | 13,310 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||