DHJJ Financial Advisors’s Blue Owl Capital OBDC Stock Holding History

DHJJ Financial 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	$66	Buy	6 +3	+100%	+$34	﹤0.01%	1065
2026 Q1	$34	Hold	3	–	–	﹤0.01%	1071
2025 Q4	$38	Hold	3	–	–	﹤0.01%	1027
2025 Q3	$39	Hold	3	–	–	﹤0.01%	989
2025 Q2	$44	Hold	3	–	–	﹤0.01%	961
2025 Q1	$44	Hold	3	–	–	﹤0.01%	917
2024 Q4	$46	Buy	+3	New	+$45	﹤0.01%	883

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

DHJJ Financial Advisors's OBDC Position: Q2 2026 in Review

DHJJ Financial Advisors increased its Blue Owl Capital (OBDC) stake by 100% in Q2 2026, buying an estimated $34 and bringing the position to 6 shares worth $66. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

DHJJ Financial Advisors first reported a position in OBDC in Q4 2024 and has held it in 7 quarters since. 430 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

DHJJ Financial Advisors held 6 shares of Blue Owl Capital worth $66 as of Q2 2026.
DHJJ Financial Advisors bought 3 Blue Owl Capital shares in Q2 2026, an estimated $34.
Blue Owl Capital made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #1065 holding.
DHJJ Financial Advisors first reported a position in Blue Owl Capital in Q4 2024 and has held it in 7 quarters since.
430 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.