Diversify Advisory Services’s Blue Owl Technology Finance Corp OTF Stock Holding History

Diversify Advisory Services’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	$2.19M	Buy	217,264 +117,832	+119%	+$1.31M	0.04%	380
2026 Q1	$1.07M	Buy	99,432 +24,244	+32%	+$309K	0.16%	64
2025 Q4	$1.06M	Buy	75,188 +33,263	+79%	+$467K	0.03%	385
2025 Q3	$595K	Buy	41,925 +26,555	+173%	+$398K	0.02%	508
2025 Q2	$222K	Buy	+15,370	New	+$242K	0.01%	761

Other funds holding OTF

ROTUOC

Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return

OCERS

Orange County Employees Retirement System Santa Ana, California $280M AUM

CAM

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

SONJCPFE

State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return

Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

CIG

Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return

CAZ Investments Houston, Texas $453M AUM 134.84% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

Diversify Advisory Services increased its Blue Owl Technology Finance Corp (OTF) stake by 119% in Q2 2026, buying an estimated $1.31M and bringing the position to 217,264 shares worth $2.19M. The position accounts for 0.04% of the portfolio, ranked #380.

Diversify Advisory Services first reported a position in OTF in Q2 2025 and has held it in 5 quarters since. 191 funds tracked by Wall St. Rank hold OTF as of Q2 2026.

Diversify Advisory Services held 217,264 shares of Blue Owl Technology Finance Corp worth $2.19M as of Q2 2026.
Diversify Advisory Services bought 117,832 Blue Owl Technology Finance Corp shares in Q2 2026, an estimated $1.31M.
Blue Owl Technology Finance Corp made up 0.04% of Diversify Advisory Services's portfolio in Q2 2026, its #380 holding.
Diversify Advisory Services first reported a position in Blue Owl Technology Finance Corp in Q2 2025 and has held it in 5 quarters since.
191 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q2 2026.

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