Amplius Wealth Advisors
OBDC icon

Amplius Wealth Advisors’s Blue Owl Capital OBDC Stock Holding History

Amplius Wealth Advisors’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
Q3 		$199K Buy
18,931
+115
+0.6% +$1.28K 0.01% 220
2026
Q2 		$205K Buy
18,816
+121
+0.6% +$1.35K 0.02% 206
2026
Q1 		$207K Buy
18,695
+106
+0.6% +$1.24K 0.02% 171
2025
Q4 		$231K Buy
18,589
+2,861
+18% +$36.4K 0.02% 163
2025
Q3 		$201K Sell
15,728
-2,592
-14% -$36.9K 0.02% 170
2025
Q2 		$263K Sell
18,320
-25,629
-58% -$364K 0.02% 170
2025
Q1 		$644K Buy
43,949
+3,262
+8% +$49K 0.07% 99
2024
Q4 		$615K Buy
40,687
+702
+2% +$10.6K 0.06% 92
2024
Q3 		$583K Sell
39,985
-3,826
-9% -$57.5K 0.06% 91
2024
Q2 		$673K Sell
43,811
-14,660
-25% -$234K 0.07% 85
2024
Q1 		$899K Buy
58,471
+914
+2% +$13.7K 0.1% 73
2023
Q4 		$850K Sell
57,557
-2,311
-4% -$32.8K 0.1% 70
2023
Q3 		$829K Sell
59,868
-321
-0.5% -$4.43K 0.11% 72
2023
Q2 		$808K Buy
+60,189
New +$787K 0.11% 74

Other funds holding OBDC

Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Hamilton Lane Advisors
Hamilton Lane Advisors Conshohocken, Pennsylvania $179M AUM 25.1% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Trinity Financial Advisors
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Prota Financial
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

Amplius Wealth Advisors's OBDC Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Blue Owl Capital (OBDC) stake by 0.61% in Q3 2026, buying an estimated $1.28K and bringing the position to 18,931 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #220.

Amplius Wealth Advisors first reported a position in OBDC in Q2 2023 and has held it in 14 quarters since. The position peaked at $899K in Q1 2024. 100 funds tracked by Wall St. Rank hold OBDC as of Q3 2026.

  • Amplius Wealth Advisors held 18,931 shares of Blue Owl Capital worth $199K as of Q3 2026.
  • Amplius Wealth Advisors bought 115 Blue Owl Capital shares in Q3 2026, an estimated $1.28K.
  • Blue Owl Capital made up 0.01% of Amplius Wealth Advisors's portfolio in Q3 2026, its #220 holding.
  • Amplius Wealth Advisors first reported a position in Blue Owl Capital in Q2 2023 and has held it in 14 quarters since.
  • Amplius Wealth Advisors's Blue Owl Capital position peaked at $899K in Q1 2024.
  • 100 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.