Diversify Advisory Services’s Blue Owl Capital OBDC Stock Holding History

Diversify Advisory Services’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	$1.38M	Buy	+126,678	New	+$1.42M	0.02%	525
2026 Q1	–	Sell	-22,831	Closed	-$288K	–	643
2025 Q4	$288K	Buy	22,831 +2,601	+13%	+$33.1K	0.01%	769
2025 Q3	$264K	Buy	20,230 +3,746	+23%	+$53.3K	0.01%	767
2025 Q2	$235K	Buy	16,484 +3,200	+24%	+$45.5K	0.01%	740
2025 Q1	$188K	Sell	13,284 -67,722	-84%	-$1.02M	0.01%	620
2024 Q4	$1.18M	Buy	81,006 +159	+0.2%	+$2.4K	0.07%	209
2024 Q3	$1.23M	Sell	80,847 -40,000	-33%	-$601K	0.07%	222
2024 Q2	$1.86M	Sell	120,847 -31,296	-21%	-$500K	0.1%	166
2024 Q1	$2.32M	Buy	+152,143	New	+$2.29M	0.14%	147

Other funds holding OBDC

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Diversify Advisory Services's OBDC Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Blue Owl Capital (OBDC) in Q2 2026: 126,678 shares worth $1.38M. The stake represents 0.02% of the portfolio and ranks #525 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in OBDC as recently as Q4 2025.

Diversify Advisory Services first reported a position in OBDC in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.32M in Q1 2024. 426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Diversify Advisory Services held 126,678 shares of Blue Owl Capital worth $1.38M as of Q2 2026.
Blue Owl Capital was a new Diversify Advisory Services position in Q2 2026.
Blue Owl Capital made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #525 holding.
Diversify Advisory Services first reported a position in Blue Owl Capital in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Blue Owl Capital position peaked at $2.32M in Q1 2024.
426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.