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Atala Financial’s Blue Owl Capital OBDC Stock Holding History

Atala Financial’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 		$254K Hold
23,333
– – 0.15% 105
2026
Q1 		$251K Sell
23,333
-521
-2% -$6.12K 0.17% 104
2025
Q4 		$297K Sell
23,854
-700
-3% -$8.9K 0.19% 100
2025
Q3 		$314K Sell
24,554
-431
-2% -$6.14K 0.2% 98
2025
Q2 		$358K Sell
24,985
-2,108
-8% -$29.9K 0.25% 82
2025
Q1 		$398K Sell
27,093
-401
-1% -$6.02K 0.29% 76
2024
Q4 		$416K Buy
+27,494
New +$414K 0.29% 71

Other funds holding OBDC

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
PF
Prota Financial Houston, Texas $152M AUM
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
GBI
GP Brinson Investments Chicago, Illinois $245M AUM 16.25% 1-Year Est. Return

Atala Financial's OBDC Position: Q2 2026 in Review

Atala Financial held its Blue Owl Capital (OBDC) position steady in Q2 2026 at 23,333 shares worth $254K. The position accounts for 0.15% of the portfolio, ranked #105.

Atala Financial first reported a position in OBDC in Q4 2024 and has held it in 7 quarters since. The position peaked at $416K in Q4 2024. 100 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Atala Financial held 23,333 shares of Blue Owl Capital worth $254K as of Q2 2026.
  • Atala Financial left its Blue Owl Capital share count unchanged in Q2 2026.
  • Blue Owl Capital made up 0.15% of Atala Financial's portfolio in Q2 2026, its #105 holding.
  • Atala Financial first reported a position in Blue Owl Capital in Q4 2024 and has held it in 7 quarters since.
  • Atala Financial's Blue Owl Capital position peaked at $416K in Q4 2024.
  • 100 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.