Plan Group Financial, LLC
- SEC CIK
- 0001940033
- Latest filing
- Aug 3, 2026
OCSL holding history
Oaktree Specialty Lending Corp in every 13F filed by Plan Group Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
OCSL overviewAll 13F holders of OCSLFull Q2 2026 holdings
- Shares (Q2 2026)
- 202,342
- Value
- $2.42M
- % of portfolio
- 0.5%
- Quarters held
- 10
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 202,342 | $2.42M | 0.5% | +41,336+25.7% | Added | Holders |
| Q1 2026 | 161,006 | $1.82M | 0.4% | +31,050+23.9% | Added | Holders |
| Q4 2025 | 129,956 | $1.66M | 0.4% | +15,728+13.8% | Added | Holders |
| Q3 2025 | 114,228 | $1.49M | 0.4% | +22,077+24.0% | Added | Holders |
| Q2 2025 | 92,151 | $1.26M | 0.4% | +17,503+23.4% | Added | Holders |
| Q1 2025 | 74,648 | $1.15M | 0.4% | +31,054+71.2% | Added | Holders |
| Q4 2024 | 43,594 | $666.1K | 0.4% | +4,976+12.9% | Added | Holders |
| Q3 2024 | 38,618 | $629.9K | 0.3% | +6,634+20.7% | Added | Holders |
| Q2 2024 | 31,984 | $601.6K | 0.4% | +18,674+140.3% | Added | Holders |
| Q1 2024 | 13,310 | $261.7K | 0.2% | +13,310 | New | Holders |