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Eagle Global Advisors’s Blue Owl Capital OBDC Stock Holding History

Eagle Global 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 		$655K Sell
60,260
-5,435
-8% -$60.8K 0.02% 186
2026
Q1 		$727K Sell
65,695
-1,100
-2% -$12.9K 0.03% 181
2025
Q4 		$830K Sell
66,795
-2,040
-3% -$25.9K 0.03% 183
2025
Q3 		$879K Buy
68,835
+7,605
+12% +$108K 0.03% 176
2025
Q2 		$878K Buy
61,230
+27,585
+82% +$392K 0.04% 167
2025
Q1 		$493K Sell
33,645
-13,795
-29% -$207K 0.02% 199
2024
Q4 		$717K Sell
47,440
-10,165
-18% -$153K 0.03% 176
2024
Q3 		$839K Sell
57,605
-27,050
-32% -$406K 0.04% 156
2024
Q2 		$1.3M Hold
84,655
– – 0.07% 139
2024
Q1 		$1.3M Hold
84,655
– – 0.07% 133
2023
Q4 		$1.25M Buy
84,655
+5,950
+8% +$84.6K 0.08% 140
2023
Q3 		$1.09M Buy
78,705
+7,440
+10% +$103K 0.07% 136
2023
Q2 		$956K Buy
71,265
+4,300
+6% +$56.2K 0.06% 146
2023
Q1 		$844K Buy
66,965
+10,010
+18% +$129K 0.06% 147
2022
Q4 		$658K Buy
56,955
+27,355
+92% +$328K 0.05% 151
2022
Q3 		$307K Buy
29,600
+6,290
+27% +$80K 0.02% 189
2022
Q2 		$287K Sell
23,310
-6,930
-23% -$94.9K 0.02% 193
2022
Q1 		$447K Hold
30,240
– – 0.03% 179
2021
Q4 		$428K Buy
30,240
+12,270
+68% +$175K 0.03% 185
2021
Q3 		$254K Sell
17,970
-47,360
-72% -$686K 0.02% 212
2021
Q2 		$932K Sell
65,330
-1,060
-2% -$15.2K 0.06% 147
2021
Q1 		$914K Sell
66,390
-410
-0.6% -$5.58K 0.07% 147
2020
Q4 		$846K Buy
66,800
+22,300
+50% +$283K 0.07% 139
2020
Q3 		$537K Buy
44,500
+9,500
+27% +$116K 0.05% 144
2020
Q2 		$432K Buy
+35,000
New +$432K 0.04% 145

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Eagle Global Advisors's OBDC Position: Q2 2026 in Review

Eagle Global Advisors reduced its Blue Owl Capital (OBDC) stake by 8.3% in Q2 2026, selling an estimated $60.8K and leaving 60,260 shares worth $655K. The position accounts for 0.02% of the portfolio, ranked #186.

Eagle Global Advisors first reported a position in OBDC in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.3M in Q1 2024. 430 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Eagle Global Advisors held 60,260 shares of Blue Owl Capital worth $655K as of Q2 2026.
  • Eagle Global Advisors sold 5,435 Blue Owl Capital shares in Q2 2026, an estimated $60.8K.
  • Blue Owl Capital made up 0.02% of Eagle Global Advisors's portfolio in Q2 2026, its #186 holding.
  • Eagle Global Advisors first reported a position in Blue Owl Capital in Q2 2020 and has held it in 25 quarters since.
  • Eagle Global Advisors's Blue Owl Capital position peaked at $1.3M in Q1 2024.
  • 430 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.