Action Point Financial Planning’s Blue Owl Capital OBDC Stock Holding History

Action Point Financial Planning’s Portfolio OBDC Stock Details OBDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$86.7K	Buy	+7,974	New	+$89.2K	0.01%	645

Other funds holding OBDC

SONJCPFA

State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return

OPERF

Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Action Point Financial Planning's OBDC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Blue Owl Capital (OBDC) in Q2 2026: 7,974 shares worth $86.7K. The stake represents 0.01% of the portfolio and ranks #645 among its holdings.

426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Action Point Financial Planning held 7,974 shares of Blue Owl Capital worth $86.7K as of Q2 2026.
Blue Owl Capital was a new Action Point Financial Planning position in Q2 2026.
Blue Owl Capital made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #645 holding.
426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.