AWM
OTF

Angeles Wealth Management’s Blue Owl Technology Finance Corp OTF Stock Holding History

Angeles Wealth Management’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 		– Sell
-12,950
Closed -$166K – 661
2026
Q1 		$166K Buy
+12,950
New +$165K 0.01% 423

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

Angeles Wealth Management's OTF Position: Q2 2026 in Review

Angeles Wealth Management sold out of Blue Owl Technology Finance Corp (OTF) in Q2 2026, closing a stake of 12,950 shares — an estimated $166K sold.

Angeles Wealth Management first reported a position in OTF in Q1 2026 and held it in 1 quarter. The position peaked at $166K in Q1 2026. 191 funds tracked by Wall St. Rank hold OTF as of Q2 2026.

  • Angeles Wealth Management reported no remaining Blue Owl Technology Finance Corp position as of Q2 2026 after selling out during the quarter.
  • Angeles Wealth Management sold 12,950 Blue Owl Technology Finance Corp shares in Q2 2026, an estimated $166K.
  • Angeles Wealth Management first reported a position in Blue Owl Technology Finance Corp in Q1 2026 and held it in 1 quarter.
  • Angeles Wealth Management's Blue Owl Technology Finance Corp position peaked at $166K in Q1 2026.
  • 191 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.