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Plan Group Financial, LLC → OCSL

Plan Group Financial, LLC OCSL Position History

Oaktree Specialty Lending Corporation

Quarters held
5
Latest value
$2.9M
Q3 2026
Peak value
$2.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.5M
Q4 2025$1.7M
Q1 2026$1.8M
Q2 2026$2.4M
Q3 2026$2.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.9M254.8K——
Q2 2026$2.4M202.3K——
Q1 2026$1.8M161.0K——
Q4 2025$1.7M130.0K——
Q3 2025$1.5M114.2K——

Other funds holding OCSL

Other Plan Group Financial, LLC positions

ETHA

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JPM-PM

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QCOM

PACER FDS TR

$17.6M
VGES

VANGUARD INDEX FDS

$17.3M
VGES

VANGUARD INDEX FDS

$17.1M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$17M
BLK

ISHARES TR

$16.3M