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B. Riley Wealth Advisors’s Blue Owl Capital OBDC Stock Holding History

B. Riley Wealth Advisors’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 		$304K Buy
27,287
+17
+0.1% +$190 0.02% 623
2026
Q1 		$297K Sell
27,270
-2,259
-8% -$26.5K 0.02% 590
2025
Q4 		$367K Sell
29,529
-5,151
-15% -$65.5K 0.02% 631
2025
Q3 		$443K Buy
34,680
+599
+2% +$8.53K 0.02% 573
2025
Q2 		$489K Buy
+34,081
New +$484K 0.02% 531
2024
Q4 		$675K Sell
43,585
-654
-1% -$9.86K 0.02% 580
2024
Q3 		$662K Sell
44,239
-1,570
-3% -$23.6K 0.02% 638
2024
Q2 		$721K Buy
45,809
+15,979
+54% +$255K 0.02% 658
2024
Q1 		$423K Sell
29,830
-2,979
-9% -$44.8K 0.01% 881
2023
Q4 		$496K Buy
32,809
+2,979
+10% +$42.3K 0.01% 816
2023
Q3 		$423K Buy
29,830
+1,466
+5% +$20.2K 0.01% 881
2023
Q2 		$390K Hold
28,364
– – 0.01% 985
2023
Q1 		$367K Buy
28,364
+100
+0.4% +$1.29K 0.01% 960
2022
Q4 		$335K Sell
28,264
-948
-3% -$11.4K 0.01% 983
2022
Q3 		$303K Buy
29,212
+4,084
+16% +$51.9K 0.01% 995
2022
Q2 		$310K Buy
25,128
+102
+0.4% +$1.4K 0.01% 867
2022
Q1 		$370K Sell
25,026
-22
-0.1% -$322 0.01% 917
2021
Q4 		$355K Buy
25,048
+70
+0.3% +$1K 0.01% 981
2021
Q3 		$353K Sell
24,978
-3,060
-11% -$44.3K 0.01% 957
2021
Q2 		$401K Buy
28,038
+3,046
+12% +$43.8K 0.01% 882
2021
Q1 		$345K Buy
24,992
+551
+2% +$7.5K 0.01% 922
2020
Q4 		$310K Buy
+24,441
New +$310K 0.02% 738

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
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
GBI
GP Brinson Investments Chicago, Illinois $245M AUM 16.25% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

B. Riley Wealth Advisors's OBDC Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Blue Owl Capital (OBDC) stake by 0.06% in Q2 2026, buying an estimated $190 and bringing the position to 27,287 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #623.

B. Riley Wealth Advisors first reported a position in OBDC in Q4 2020 and has held it in 22 quarters since. The position peaked at $721K in Q2 2024. 70 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • B. Riley Wealth Advisors held 27,287 shares of Blue Owl Capital worth $304K as of Q2 2026.
  • B. Riley Wealth Advisors bought 17 Blue Owl Capital shares in Q2 2026, an estimated $190.
  • Blue Owl Capital made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #623 holding.
  • B. Riley Wealth Advisors first reported a position in Blue Owl Capital in Q4 2020 and has held it in 22 quarters since.
  • B. Riley Wealth Advisors's Blue Owl Capital position peaked at $721K in Q2 2024.
  • 70 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.