BPA
OTF

Beacon Pointe Advisors’s Blue Owl Technology Finance Corp OTF Stock Holding History

Beacon Pointe Advisors’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 		$151K Sell
14,575
-8,730
-37% -$97.1K ﹤0.01% 1843
2026
Q1 		$289K Buy
+23,305
New +$297K ﹤0.01% 1561

Other funds holding OTF

ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
OCERS
Orange County Employees Retirement System Santa Ana, California $280M AUM
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $453M AUM 134.84% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Beacon Pointe Advisors's OTF Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Blue Owl Technology Finance Corp (OTF) stake by 37% in Q2 2026, selling an estimated $97.1K and leaving 14,575 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

Beacon Pointe Advisors first reported a position in OTF in Q1 2026 and has held it in 2 quarters since. The position peaked at $289K in Q1 2026. 191 funds tracked by Wall St. Rank hold OTF as of Q2 2026.

  • Beacon Pointe Advisors held 14,575 shares of Blue Owl Technology Finance Corp worth $151K as of Q2 2026.
  • Beacon Pointe Advisors sold 8,730 Blue Owl Technology Finance Corp shares in Q2 2026, an estimated $97.1K.
  • Blue Owl Technology Finance Corp made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1843 holding.
  • Beacon Pointe Advisors first reported a position in Blue Owl Technology Finance Corp in Q1 2026 and has held it in 2 quarters since.
  • Beacon Pointe Advisors's Blue Owl Technology Finance Corp position peaked at $289K in Q1 2026.
  • 191 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.