Bogart Wealth LLC’s Blue Owl Capital OBDC Stock Holding History

Bogart Wealth LLC’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	$32.6K	Buy	+3,000	New	+$33.6K	﹤0.01%	654

Other funds holding OBDC

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Prota Financial Houston, Texas $152M AUM

Bayshore Capital Advisors Tampa, Florida $214M AUM

GP Brinson Investments Chicago, Illinois $245M AUM 16.25% 1-Year Est. Return

Bogart Wealth LLC's OBDC Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Blue Owl Capital (OBDC) in Q2 2026: 3,000 shares worth $32.6K. The stake represents ﹤0.01% of the portfolio and ranks #654 among its holdings.

100 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Bogart Wealth LLC held 3,000 shares of Blue Owl Capital worth $32.6K as of Q2 2026.
Blue Owl Capital was a new Bogart Wealth LLC position in Q2 2026.
Blue Owl Capital made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #654 holding.
100 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.