Beacon Bridge Wealth Partners
OTF icon

Beacon Bridge Wealth Partners’s Blue Owl Technology Finance Corp OTF Stock Holding History

Beacon Bridge Wealth Partners’s Portfolio OTF Stock Details OTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$539K Buy
54,932
+1,764
+3% +$18.8K 0.15% 76
2026
Q2 		$550K Buy
53,168
+20,470
+63% +$228K 0.16% 75
2026
Q1 		$405K Buy
32,698
+15,153
+86% +$193K 0.14% 80
2025
Q4 		$255K Buy
+17,545
New +$246K 0.08% 89

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Beacon Bridge Wealth Partners's OTF Position: Q3 2026 in Review

Beacon Bridge Wealth Partners increased its Blue Owl Technology Finance Corp (OTF) stake by 3.3% in Q3 2026, buying an estimated $18.8K and bringing the position to 54,932 shares worth $539K. The position accounts for 0.15% of the portfolio, ranked #76.

Beacon Bridge Wealth Partners first reported a position in OTF in Q4 2025 and has held it in 4 quarters since. The position peaked at $550K in Q2 2026. 156 funds tracked by Wall St. Rank hold OTF as of Q3 2026.

  • Beacon Bridge Wealth Partners held 54,932 shares of Blue Owl Technology Finance Corp worth $539K as of Q3 2026.
  • Beacon Bridge Wealth Partners bought 1,764 Blue Owl Technology Finance Corp shares in Q3 2026, an estimated $18.8K.
  • Blue Owl Technology Finance Corp made up 0.15% of Beacon Bridge Wealth Partners's portfolio in Q3 2026, its #76 holding.
  • Beacon Bridge Wealth Partners first reported a position in Blue Owl Technology Finance Corp in Q4 2025 and has held it in 4 quarters since.
  • Beacon Bridge Wealth Partners's Blue Owl Technology Finance Corp position peaked at $550K in Q2 2026.
  • 156 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q3 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.