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Ancora Advisors’s Blue Owl Capital OBDC Stock Holding History

Ancora 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
Q2 		$1.8M Buy
287,055
+262,263
+1,058% +$2.93M 0.03% 329
2026
Q1 		$274K Buy
24,792
+740
+3% +$8.69K 0.01% 643
2025
Q4 		$299K Hold
24,052
– – 0.01% 642
2025
Q3 		$307K Hold
24,052
– – 0.01% 637
2025
Q2 		$345K Sell
24,052
-231,802
-91% -$3.29M 0.01% 612
2025
Q1 		$2.38M Buy
255,854
+231,302
+942% +$3.47M 0.05% 255
2024
Q4 		$371K Hold
24,552
– – 0.01% 578
2024
Q3 		$358K Sell
24,552
-216,162
-90% -$3.25M 0.01% 571
2024
Q2 		$2.32M Buy
240,714
+216,162
+880% +$3.46M 0.06% 249
2024
Q1 		$378K Hold
24,552
– – 0.01% 547
2023
Q4 		$362K Hold
24,552
– – 0.01% 554
2023
Q3 		$340K Buy
+24,552
New +$339K 0.01% 552
2023
Q2 		– Sell
-31,310
Closed -$395K – 1873
2023
Q1 		$395K Buy
31,310
+3,258
+12% +$41.9K 0.01% 516
2022
Q4 		$324K Buy
28,052
+4,000
+17% +$48K 0.01% 571
2022
Q3 		$249K Sell
24,052
-700
-3% -$8.9K 0.01% 674
2022
Q2 		$305K Sell
24,752
-11,749
-32% -$161K 0.01% 644
2022
Q1 		$540K Sell
36,501
-800
-2% -$11.7K 0.01% 528
2021
Q4 		$529K Sell
37,301
-1,000
-3% -$14.3K 0.01% 543
2021
Q3 		$541K Sell
38,301
-2,952
-7% -$42.8K 0.01% 523
2021
Q2 		$589K Sell
41,253
-2,600
-6% -$37.4K 0.02% 504
2021
Q1 		$603K Buy
43,853
+999
+2% +$13.6K 0.02% 478
2020
Q4 		$543K Buy
42,854
+8,218
+24% +$104K 0.02% 456
2020
Q3 		$418K Buy
34,636
+7,418
+27% +$90.9K 0.02% 467
2020
Q2 		$362K Buy
27,218
+7,352
+37% +$90.8K 0.02% 488
2020
Q1 		$275K Buy
19,866
+11,689
+143% +$171K 0.01% 580
2019
Q4 		$140K Buy
+8,177
New +$143K 0.01% 718

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 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 $9.26B AUM 42.17% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ancora Advisors's OBDC Position: Q2 2026 in Review

Ancora Advisors increased its Blue Owl Capital (OBDC) stake by 1,058% in Q2 2026, buying an estimated $2.93M and bringing the position to 287,055 shares worth $1.8M. The position accounts for 0.03% of the portfolio, ranked #329.

Ancora Advisors first reported a position in OBDC in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.38M in Q1 2025. 428 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Ancora Advisors held 287,055 shares of Blue Owl Capital worth $1.8M as of Q2 2026.
  • Ancora Advisors bought 262,263 Blue Owl Capital shares in Q2 2026, an estimated $2.93M.
  • Blue Owl Capital made up 0.03% of Ancora Advisors's portfolio in Q2 2026, its #329 holding.
  • Ancora Advisors first reported a position in Blue Owl Capital in Q4 2019 and has held it in 26 quarters since.
  • Ancora Advisors's Blue Owl Capital position peaked at $2.38M in Q1 2025.
  • 428 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

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