Atria Wealth Solutions’s Blue Owl Capital OBDC Stock Holding History

Atria Wealth Solutions’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 Q2	$774K	Sell	52,651 -22,813	-30%	-$324K	0.02%	742
2025 Q1	$1.13M	Buy	75,464 +9,591	+15%	+$144K	0.01%	835
2024 Q4	$1.01M	Buy	65,873 +685	+1%	+$10.3K	0.01%	917
2024 Q3	$968K	Sell	65,188 -1,563	-2%	-$23.5K	0.01%	927
2024 Q2	$1.04M	Sell	66,751 -2,641	-4%	-$42.2K	0.01%	878
2024 Q1	$1.09M	Sell	69,392 -2,258	-3%	-$34K	0.01%	871
2023 Q4	$1.07M	Buy	71,650 +4,552	+7%	+$64.7K	0.01%	831
2023 Q3	$944K	Buy	67,098 +902	+1%	+$12.5K	0.01%	839
2023 Q2	$903K	Buy	66,196 +14,580	+28%	+$191K	0.01%	879
2023 Q1	$668K	Buy	51,616 +28,620	+124%	+$368K	0.01%	984
2022 Q4	$266K	Sell	22,996 -1,017	-4%	-$12.2K	﹤0.01%	1433
2022 Q3	$249K	Buy	+24,013	New	+$305K	﹤0.01%	1420
2022 Q2	–	Sell	-27,293	Closed	-$403K	–	1817
2022 Q1	$403K	Buy	+27,293	New	+$400K	0.01%	1180

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return

OPERF

Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return

SONJCPFA

State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 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

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

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

UBP

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

CAM

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

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

Atria Wealth Solutions's OBDC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Blue Owl Capital (OBDC) stake by 30% in Q2 2025, selling an estimated $324K and leaving 52,651 shares worth $774K. The position accounts for 0.02% of the portfolio, ranked #742.

Atria Wealth Solutions first reported a position in OBDC in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.13M in Q1 2025. 440 funds tracked by Wall St. Rank hold OBDC as of Q2 2025.

Atria Wealth Solutions held 52,651 shares of Blue Owl Capital worth $774K as of Q2 2025.
Atria Wealth Solutions sold 22,813 Blue Owl Capital shares in Q2 2025, an estimated $324K.
Blue Owl Capital made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #742 holding.
Atria Wealth Solutions first reported a position in Blue Owl Capital in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's Blue Owl Capital position peaked at $1.13M in Q1 2025.
440 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.