CIBC Private Wealth Group
OBDC icon

CIBC Private Wealth Group’s Blue Owl Capital OBDC Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$197K Sell
15,809
-3,441
-18% -$43.7K ﹤0.01% 1200
2025
Q3 		$246K Buy
19,250
+176
+0.9% +$2.51K ﹤0.01% 1092
2025
Q2 		$274K Buy
19,074
+187
+1% +$2.66K ﹤0.01% 1007
2025
Q1 		$236K Sell
18,887
-26,083
-58% -$392K ﹤0.01% 1022
2024
Q4 		$664K Sell
44,970
-111,104
-71% -$1.67M ﹤0.01% 792
2024
Q3 		$2.27M Buy
156,074
+138,718
+799% +$2.08M ﹤0.01% 544
2024
Q2 		$269K Sell
17,356
-19,854
-53% -$317K ﹤0.01% 987
2024
Q1 		$569K Buy
37,210
+23,299
+167% +$350K ﹤0.01% 800
2023
Q4 		$205K Buy
+13,911
New +$198K ﹤0.01% 1067
2022
Q3 		– Sell
-16,293
Closed -$201K – 1106
2022
Q2 		$201K Hold
16,293
– – ﹤0.01% 886
2022
Q1 		$241K Hold
16,293
– – ﹤0.01% 909
2021
Q4 		$231K Hold
16,293
– – ﹤0.01% 943
2021
Q3 		$230K Hold
16,293
– – ﹤0.01% 870
2021
Q2 		$233K Buy
+16,293
New +$234K ﹤0.01% 962

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC Private Wealth Group's OBDC Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Blue Owl Capital (OBDC) stake by 18% in Q4 2025, selling an estimated $43.7K and leaving 15,809 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

CIBC Private Wealth Group first reported a position in OBDC in Q2 2021 and has held it in 14 quarters since. The position peaked at $2.27M in Q3 2024. 470 funds tracked by Wall St. Rank hold OBDC as of Q4 2025.

  • CIBC Private Wealth Group held 15,809 shares of Blue Owl Capital worth $197K as of Q4 2025.
  • CIBC Private Wealth Group sold 3,441 Blue Owl Capital shares in Q4 2025, an estimated $43.7K.
  • Blue Owl Capital made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1200 holding.
  • CIBC Private Wealth Group first reported a position in Blue Owl Capital in Q2 2021 and has held it in 14 quarters since.
  • CIBC Private Wealth Group's Blue Owl Capital position peaked at $2.27M in Q3 2024.
  • 470 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.