Ameriprise
OTF

Ameriprise’s Blue Owl Technology Finance Corp OTF Stock Holding History

Ameriprise’s Portfolio OTF Stock Details OTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.18M Buy
205,906
+116,324
+130% +$1.29M ﹤0.01% 3026
2026
Q1 		$1.11M Buy
89,582
+16,062
+22% +$205K ﹤0.01% 3243
2025
Q4 		$1.07M Buy
+73,520
New +$1.03M ﹤0.01% 3296
2025
Q3 		– Sell
-12,733
Closed -$194K – 4208
2025
Q2 		$194K Buy
+12,733
New +$201K ﹤0.01% 3815

Other funds holding OTF

ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
OCERS
Orange County Employees Retirement System Santa Ana, California $280M AUM
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $453M AUM 134.84% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Ameriprise's OTF Position: Q2 2026 in Review

Ameriprise increased its Blue Owl Technology Finance Corp (OTF) stake by 130% in Q2 2026, buying an estimated $1.29M and bringing the position to 205,906 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #3026.

Ameriprise first reported a position in OTF in Q2 2025 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold OTF as of Q2 2026.

  • Ameriprise held 205,906 shares of Blue Owl Technology Finance Corp worth $2.18M as of Q2 2026.
  • Ameriprise bought 116,324 Blue Owl Technology Finance Corp shares in Q2 2026, an estimated $1.29M.
  • Blue Owl Technology Finance Corp made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3026 holding.
  • Ameriprise first reported a position in Blue Owl Technology Finance Corp in Q2 2025 and has held it in 4 quarters since.
  • 191 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.