Capstone Investment Advisors’s Blue Owl Capital OBDC Stock Holding History

Capstone Investment Advisors’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	$1.05M	Buy	94,937 +12,157	+15%	+$143K	﹤0.01%	851
2025 Q4	$1.03M	Sell	82,780 -38,468	-32%	-$489K	﹤0.01%	856
2025 Q3	$1.55M	Buy	121,248 +65,289	+117%	+$929K	﹤0.01%	865
2025 Q2	$802K	Buy	+55,959	New	+$795K	﹤0.01%	933

Other funds holding OBDC

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Capstone Investment Advisors's OBDC Position: Q1 2026 in Review

Capstone Investment Advisors increased its Blue Owl Capital (OBDC) stake by 15% in Q1 2026, buying an estimated $143K and bringing the position to 94,937 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Capstone Investment Advisors first reported a position in OBDC in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.55M in Q3 2025. 458 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

Capstone Investment Advisors held 94,937 shares of Blue Owl Capital worth $1.05M as of Q1 2026.
Capstone Investment Advisors bought 12,157 Blue Owl Capital shares in Q1 2026, an estimated $143K.
Blue Owl Capital made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #851 holding.
Capstone Investment Advisors first reported a position in Blue Owl Capital in Q2 2025 and has held it in 4 quarters since.
Capstone Investment Advisors's Blue Owl Capital position peaked at $1.55M in Q3 2025.
458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.