Anchor Investment Management’s Blue Owl Capital OBDC Stock Holding History

Anchor Investment Management’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	$33.2K	Hold	3,000	–	–	﹤0.01%	656
2025 Q4	$37.3K	Hold	3,000	–	–	﹤0.01%	635
2025 Q3	$38.3K	Hold	3,000	–	–	﹤0.01%	626
2025 Q2	$43K	Hold	3,000	–	–	﹤0.01%	605
2025 Q1	$44K	Hold	3,000	–	–	﹤0.01%	587
2024 Q4	$45.4K	Buy	3,000 +1,500	+100%	+$22.6K	﹤0.01%	586
2024 Q3	$21.9K	Hold	1,500	–	–	﹤0.01%	685
2024 Q2	$23K	Hold	1,500	–	–	﹤0.01%	630
2024 Q1	$23.1K	Hold	1,500	–	–	﹤0.01%	655
2023 Q4	$22.1K	Hold	1,500	–	–	﹤0.01%	641
2023 Q3	$20.8K	Hold	1,500	–	–	﹤0.01%	647
2023 Q2	$20.1K	Buy	+1,500	New	+$19.6K	﹤0.01%	643

Other funds holding OBDC

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 $223M AUM 26.5% 1-Year Est. Return

OPERF

Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Anchor Investment Management's OBDC Position: Q1 2026 in Review

Anchor Investment Management held its Blue Owl Capital (OBDC) position steady in Q1 2026 at 3,000 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Anchor Investment Management first reported a position in OBDC in Q2 2023 and has held it in 12 quarters since. The position peaked at $45.4K in Q4 2024. 458 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

Anchor Investment Management held 3,000 shares of Blue Owl Capital worth $33.2K as of Q1 2026.
Anchor Investment Management left its Blue Owl Capital share count unchanged in Q1 2026.
Blue Owl Capital made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #656 holding.
Anchor Investment Management first reported a position in Blue Owl Capital in Q2 2023 and has held it in 12 quarters since.
Anchor Investment Management's Blue Owl Capital position peaked at $45.4K in Q4 2024.
458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.