Cetera Investment Advisers
OBDC icon

Cetera Investment Advisers’s Blue Owl Capital OBDC Stock Holding History

Cetera Investment Advisers’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 		$3.5M Sell
316,490
-30,674
-9% -$360K ﹤0.01% 1771
2025
Q4 		$4.32M Sell
347,164
-5,703
-2% -$72.5K ﹤0.01% 1564
2025
Q3 		$4.51M Buy
352,867
+102,544
+41% +$1.46M 0.01% 1477
2025
Q2 		$3.59M Buy
250,323
+39,620
+19% +$563K 0.01% 1419
2025
Q1 		$3.09M Buy
210,703
+81,353
+63% +$1.22M 0.01% 1418
2024
Q4 		$1.96M Sell
129,350
-6,114
-5% -$92.1K ﹤0.01% 1679
2024
Q3 		$1.97M Buy
135,464
+15,379
+13% +$231K ﹤0.01% 1640
2024
Q2 		$1.84M Buy
120,085
+8,378
+7% +$134K ﹤0.01% 1635
2024
Q1 		$1.72M Buy
111,707
+67,799
+154% +$1.02M ﹤0.01% 1665
2023
Q4 		$648K Buy
43,908
+7,230
+20% +$103K 0.01% 1350
2023
Q3 		$508K Buy
36,678
+1,864
+5% +$25.7K ﹤0.01% 1407
2023
Q2 		$467K Sell
34,814
-4,076
-10% -$53.3K ﹤0.01% 1487
2023
Q1 		$490K Buy
38,890
+1,275
+3% +$16.4K ﹤0.01% 1446
2022
Q4 		$434K Buy
37,615
+10,225
+37% +$123K ﹤0.01% 1455
2022
Q3 		$284K Buy
27,390
+4,266
+18% +$54.2K 0.01% 1303
2022
Q2 		$285K Sell
23,124
-8,090
-26% -$111K ﹤0.01% 1444
2022
Q1 		$461K Buy
31,214
+1,791
+6% +$26.2K 0.01% 1213
2021
Q4 		$417K Buy
29,423
+1,175
+4% +$16.8K 0.01% 1291
2021
Q3 		$399K Buy
28,248
+236
+0.8% +$3.42K 0.01% 1271
2021
Q2 		$400K Buy
28,012
+11,087
+66% +$159K 0.01% 1246
2021
Q1 		$233K Buy
16,925
+1,734
+11% +$23.6K ﹤0.01% 1380
2020
Q4 		$192K Buy
+15,191
New +$193K ﹤0.01% 1459

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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

Cetera Investment Advisers's OBDC Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Blue Owl Capital (OBDC) stake by 8.8% in Q1 2026, selling an estimated $360K and leaving 316,490 shares worth $3.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

Cetera Investment Advisers first reported a position in OBDC in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.51M in Q3 2025. 457 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • Cetera Investment Advisers held 316,490 shares of Blue Owl Capital worth $3.5M as of Q1 2026.
  • Cetera Investment Advisers sold 30,674 Blue Owl Capital shares in Q1 2026, an estimated $360K.
  • Blue Owl Capital made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1771 holding.
  • Cetera Investment Advisers first reported a position in Blue Owl Capital in Q4 2020 and has held it in 22 quarters since.
  • Cetera Investment Advisers's Blue Owl Capital position peaked at $4.51M in Q3 2025.
  • 457 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.