BBWP
OTF

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
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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SONJCPFE
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C
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Beacon Bridge Wealth Partners's OTF Position: Q2 2026 in Review

Beacon Bridge Wealth Partners increased its Blue Owl Technology Finance Corp (OTF) stake by 63% in Q2 2026, buying an estimated $228K and bringing the position to 53,168 shares worth $550K. The position accounts for 0.16% of the portfolio, ranked #75.

Beacon Bridge Wealth Partners first reported a position in OTF in Q4 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold OTF as of Q2 2026.

  • Beacon Bridge Wealth Partners held 53,168 shares of Blue Owl Technology Finance Corp worth $550K as of Q2 2026.
  • Beacon Bridge Wealth Partners bought 20,470 Blue Owl Technology Finance Corp shares in Q2 2026, an estimated $228K.
  • Blue Owl Technology Finance Corp made up 0.16% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #75 holding.
  • Beacon Bridge Wealth Partners first reported a position in Blue Owl Technology Finance Corp in Q4 2025 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.