EH
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Equitable Holdings’s Blue Owl Capital OBDC Stock Holding History

Equitable Holdings’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
Q1 		$195K Hold
15,700
– – ﹤0.01% 1608
2025
Q4 		$195K Buy
+15,700
New +$200K ﹤0.01% 1501

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Equitable Holdings's OBDC Position: Q1 2026 in Review

Equitable Holdings held its Blue Owl Capital (OBDC) position steady in Q1 2026 at 15,700 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

Equitable Holdings first reported a position in OBDC in Q4 2025 and has held it in 2 quarters since. 458 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • Equitable Holdings held 15,700 shares of Blue Owl Capital worth $195K as of Q1 2026.
  • Equitable Holdings left its Blue Owl Capital share count unchanged in Q1 2026.
  • Blue Owl Capital made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1608 holding.
  • Equitable Holdings first reported a position in Blue Owl Capital in Q4 2025 and has held it in 2 quarters since.
  • 458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.