EP Wealth Advisors’s Blue Owl Capital OBDC Stock Holding History

EP Wealth 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	$3.33M	Buy	306,066 +24,996	+9%	+$280K	0.01%	466
2026 Q1	$3.11M	Buy	281,070 +147	+0.1%	+$1.73K	0.02%	390
2025 Q4	$3.49M	Buy	+280,923	New	+$3.57M	0.02%	339
2025 Q2	$4.05M	Buy	282,084 +3	+0%	+$43	0.03%	294
2025 Q1	$4.14M	Buy	+282,081	New	+$4.24M	0.03%	245

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

EP Wealth Advisors's OBDC Position: Q2 2026 in Review

EP Wealth Advisors increased its Blue Owl Capital (OBDC) stake by 8.9% in Q2 2026, buying an estimated $280K and bringing the position to 306,066 shares worth $3.33M. The position accounts for 0.01% of the portfolio, ranked #466.

EP Wealth Advisors first reported a position in OBDC in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.14M in Q1 2025. 427 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

EP Wealth Advisors held 306,066 shares of Blue Owl Capital worth $3.33M as of Q2 2026.
EP Wealth Advisors bought 24,996 Blue Owl Capital shares in Q2 2026, an estimated $280K.
Blue Owl Capital made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #466 holding.
EP Wealth Advisors first reported a position in Blue Owl Capital in Q1 2025 and has held it in 5 quarters since.
EP Wealth Advisors's Blue Owl Capital position peaked at $4.14M in Q1 2025.
427 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.