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OBDC icon

Advisornet Financial’s Blue Owl Capital OBDC Stock Holding History

Advisornet Financial’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
Q1 		$5.66K Sell
512
-282
-36% -$3.31K ﹤0.01% 1702
2025
Q4 		$9.87K Sell
794
-599
-43% -$7.62K ﹤0.01% 1551
2025
Q3 		$17.8K Buy
1,393
+1
+0.1% +$14 ﹤0.01% 1341
2025
Q2 		$20K Buy
1,392
+1
+0.1% +$14 ﹤0.01% 1265
2025
Q1 		$20.4K Buy
1,391
+600
+76% +$9.01K ﹤0.01% 1183
2024
Q4 		$12K Sell
791
-399
-34% -$6.01K ﹤0.01% 1283
2024
Q3 		$17.3K Buy
1,190
+401
+51% +$6.02K ﹤0.01% 1260
2024
Q2 		$12.1K Buy
789
+250
+46% +$4K ﹤0.01% 1244
2024
Q1 		$8.28K Buy
539
+39
+8% +$586 ﹤0.01% 1339
2023
Q4 		$7.38K Hold
500
– – ﹤0.01% 1394
2023
Q3 		$6.92K Hold
500
– – ﹤0.01% 1329
2023
Q2 		$6.71K Hold
500
– – ﹤0.01% 1431
2023
Q1 		$6.3K Hold
500
– – ﹤0.01% 1433
2022
Q4 		$5.78K Hold
500
– – ﹤0.01% 1438
2022
Q3 		$5K Hold
500
– – ﹤0.01% 1523
2022
Q2 		$6K Hold
500
– – ﹤0.01% 1477
2022
Q1 		$7K Buy
+500
New +$7.33K ﹤0.01% 1537
2021
Q1 		– Sell
-5,820
Closed -$74K – 1803
2020
Q4 		$74K Buy
+5,820
New +$73.8K 0.01% 772

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Advisornet Financial's OBDC Position: Q1 2026 in Review

Advisornet Financial reduced its Blue Owl Capital (OBDC) stake by 36% in Q1 2026, selling an estimated $3.31K and leaving 512 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

Advisornet Financial first reported a position in OBDC in Q4 2020 and has held it in 18 quarters since. The position peaked at $74K in Q4 2020. 458 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • Advisornet Financial held 512 shares of Blue Owl Capital worth $5.66K as of Q1 2026.
  • Advisornet Financial sold 282 Blue Owl Capital shares in Q1 2026, an estimated $3.31K.
  • Blue Owl Capital made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1702 holding.
  • Advisornet Financial first reported a position in Blue Owl Capital in Q4 2020 and has held it in 18 quarters since.
  • Advisornet Financial's Blue Owl Capital position peaked at $74K in Q4 2020.
  • 458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.