Atomi Financial Group’s Blue Owl Capital OBDC Stock Holding History

Atomi Financial Group’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
2025 Q3	–	Sell	-10,198	Closed	-$146K	–	1221
2025 Q2	$146K	Buy	+10,198	New	+$145K	0.01%	1071
2024 Q4	–	Sell	-13,105	Closed	-$191K	–	1009
2024 Q3	$191K	Sell	13,105 -941	-7%	-$14.1K	0.01%	867
2024 Q2	$216K	Buy	14,046 +59	+0.4%	+$943	0.02%	713
2024 Q1	$215K	Buy	13,987 +733	+6%	+$11K	0.02%	653
2023 Q4	$196K	Buy	+13,254	New	+$188K	0.03%	553

Other funds holding OBDC

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Atomi Financial Group's OBDC Position: Q3 2025 in Review

Atomi Financial Group sold out of Blue Owl Capital (OBDC) in Q3 2025, closing a stake of 10,198 shares — an estimated $146K sold.

Atomi Financial Group first reported a position in OBDC in Q4 2023 and held it in 5 quarters. The position peaked at $216K in Q2 2024. 458 funds tracked by Wall St. Rank hold OBDC as of Q3 2025.

Atomi Financial Group reported no remaining Blue Owl Capital position as of Q3 2025 after selling out during the quarter.
Atomi Financial Group sold 10,198 Blue Owl Capital shares in Q3 2025, an estimated $146K.
Atomi Financial Group first reported a position in Blue Owl Capital in Q4 2023 and held it in 5 quarters.
Atomi Financial Group's Blue Owl Capital position peaked at $216K in Q2 2024.
458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2025.

Based on Atomi Financial Group's 13F filing for Q3 2025, filed 10 Nov 2025.