CFG
OTF

Clayton Financial Group’s Blue Owl Technology Finance Corp OTF Stock Holding History

Clayton Financial Group’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 		– Sell
-847
Closed -$10.5K – 607
2026
Q1 		$10.5K Buy
+847
New +$10.8K 0.01% 229

Other funds holding OTF

AOI
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PFA
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BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM
PF
Prota Financial Houston, Texas $152M AUM
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Clayton Financial Group's OTF Position: Q2 2026 in Review

Clayton Financial Group sold out of Blue Owl Technology Finance Corp (OTF) in Q2 2026, closing a stake of 847 shares — an estimated $10.5K sold.

Clayton Financial Group first reported a position in OTF in Q1 2026 and held it in 1 quarter. The position peaked at $10.5K in Q1 2026. 17 funds tracked by Wall St. Rank hold OTF as of Q2 2026.

  • Clayton Financial Group reported no remaining Blue Owl Technology Finance Corp position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 847 Blue Owl Technology Finance Corp shares in Q2 2026, an estimated $10.5K.
  • Clayton Financial Group first reported a position in Blue Owl Technology Finance Corp in Q1 2026 and held it in 1 quarter.
  • Clayton Financial Group's Blue Owl Technology Finance Corp position peaked at $10.5K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.