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

Concurrent 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 Q2	$481K	Sell	44,247 -6,075	-12%	-$68K	﹤0.01%	1429
2026 Q1	$557K	Sell	50,322 -176,707	-78%	-$2.07M	0.01%	1161
2025 Q4	$2.82M	Buy	227,029 +304	+0.1%	+$3.87K	0.03%	469
2025 Q3	$2.9M	Sell	226,725 -5,267	-2%	-$75K	0.05%	363
2025 Q2	$3.33M	Buy	231,992 +30,785	+15%	+$437K	0.06%	302
2025 Q1	$2.95M	Sell	201,207 -2,933	-1%	-$44.1K	0.07%	285
2024 Q4	$3.09M	Sell	204,140 -179,252	-47%	-$2.7M	0.08%	243
2024 Q3	$5.59M	Sell	383,392 -142,092	-27%	-$2.13M	0.16%	133
2024 Q2	$8.07M	Buy	525,484 +32,952	+7%	+$527K	0.27%	86
2024 Q1	$7.58M	Buy	492,532 +225,608	+85%	+$3.39M	0.31%	76
2023 Q4	$3.94M	Buy	+266,924	New	+$3.79M	0.19%	133

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 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 $9.26B AUM 42.17% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Concurrent Investment Advisors's OBDC Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Blue Owl Capital (OBDC) stake by 12% in Q2 2026, selling an estimated $68K and leaving 44,247 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

Concurrent Investment Advisors first reported a position in OBDC in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.07M in Q2 2024. 430 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Concurrent Investment Advisors held 44,247 shares of Blue Owl Capital worth $481K as of Q2 2026.
Concurrent Investment Advisors sold 6,075 Blue Owl Capital shares in Q2 2026, an estimated $68K.
Blue Owl Capital made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1429 holding.
Concurrent Investment Advisors first reported a position in Blue Owl Capital in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Blue Owl Capital position peaked at $8.07M in Q2 2024.
430 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.