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Corient IA’s Blue Owl Capital OBDC Stock Holding History

Corient IA’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 		$98.8K Sell
8,930
-1,070
-11% -$12.6K 0.09% 258
2025
Q4 		$124K Hold
10,000
– – 0.12% 207
2025
Q3 		$128K Hold
10,000
– – 0.1% 235
2025
Q2 		$143K Hold
10,000
– – 0.08% 299
2025
Q1 		$147K Buy
+10,000
New +$150K 0.1% 283

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

Corient IA's OBDC Position: Q1 2026 in Review

Corient IA reduced its Blue Owl Capital (OBDC) stake by 11% in Q1 2026, selling an estimated $12.6K and leaving 8,930 shares worth $98.8K. The position accounts for 0.09% of the portfolio, ranked #258.

Corient IA first reported a position in OBDC in Q1 2025 and has held it in 5 quarters since. The position peaked at $147K in Q1 2025. 458 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • Corient IA held 8,930 shares of Blue Owl Capital worth $98.8K as of Q1 2026.
  • Corient IA sold 1,070 Blue Owl Capital shares in Q1 2026, an estimated $12.6K.
  • Blue Owl Capital made up 0.09% of Corient IA's portfolio in Q1 2026, its #258 holding.
  • Corient IA first reported a position in Blue Owl Capital in Q1 2025 and has held it in 5 quarters since.
  • Corient IA's Blue Owl Capital position peaked at $147K in Q1 2025.
  • 458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.