Baird Financial Group
OBDC icon

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

Baird 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
2026
Q1 		– Sell
-13,712
Closed -$170K – 1890
2025
Q4 		$170K Buy
13,712
+1,588
+13% +$20.2K ﹤0.01% 1742
2025
Q3 		$155K Buy
12,124
+664
+6% +$9.45K ﹤0.01% 1753
2025
Q2 		$164K Buy
11,460
+1
+0% +$14 ﹤0.01% 1720
2025
Q1 		$168K Sell
11,459
-3,096
-21% -$46.5K ﹤0.01% 1692
2024
Q4 		$220K Buy
14,555
+1,422
+11% +$21.4K ﹤0.01% 1651
2024
Q3 		$191K Buy
13,133
+609
+5% +$9.14K ﹤0.01% 1665
2024
Q2 		$192K Hold
12,524
– – ﹤0.01% 1685
2024
Q1 		$193K Buy
12,524
+2,123
+20% +$31.9K ﹤0.01% 1685
2023
Q4 		$154K Sell
10,401
-2,093
-17% -$29.7K ﹤0.01% 1656
2023
Q3 		$173K Buy
+12,494
New +$172K ﹤0.01% 1636
2022
Q1 		– Sell
-72,849
Closed -$1.03M – 1898
2021
Q4 		$1.03M Buy
72,849
+3,171
+5% +$45.3K ﹤0.01% 1185
2021
Q3 		$984K Buy
69,678
+750
+1% +$10.9K ﹤0.01% 1205
2021
Q2 		$984K Buy
68,928
+7,379
+12% +$106K ﹤0.01% 1188
2021
Q1 		$848K Buy
+61,549
New +$838K ﹤0.01% 1184

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Baird Financial Group's OBDC Position: Q1 2026 in Review

Baird Financial Group sold out of Blue Owl Capital (OBDC) in Q1 2026, closing a stake of 13,712 shares — an estimated $170K sold.

Baird Financial Group first reported a position in OBDC in Q1 2021 and held it in 14 quarters. The position peaked at $1.03M in Q4 2021. 457 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • Baird Financial Group reported no remaining Blue Owl Capital position as of Q1 2026 after selling out during the quarter.
  • Baird Financial Group sold 13,712 Blue Owl Capital shares in Q1 2026, an estimated $170K.
  • Baird Financial Group first reported a position in Blue Owl Capital in Q1 2021 and held it in 14 quarters.
  • Baird Financial Group's Blue Owl Capital position peaked at $1.03M in Q4 2021.
  • 457 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.