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 Q3	–	Sell	-23,333	Closed	-$254K	–	126
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

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Hamilton Lane Advisors Conshohocken, Pennsylvania $179M AUM 25.1% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

Atala Financial's OBDC Position: Q3 2026 in Review

Atala Financial sold out of Blue Owl Capital (OBDC) in Q3 2026, closing a stake of 23,333 shares — an estimated $254K sold.

Atala Financial first reported a position in OBDC in Q4 2024 and held it in 7 quarters. The position peaked at $416K in Q4 2024. 100 funds tracked by Wall St. Rank hold OBDC as of Q3 2026.

Atala Financial reported no remaining Blue Owl Capital position as of Q3 2026 after selling out during the quarter.
Atala Financial sold 23,333 Blue Owl Capital shares in Q3 2026, an estimated $254K.
Atala Financial first reported a position in Blue Owl Capital in Q4 2024 and held it in 7 quarters.
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 Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.