EFS
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Essex Financial Services’s Blue Owl Capital OBDC Stock Holding History

Essex Financial 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 		– Sell
-11,995
Closed -$133K – 864
2026
Q1 		$133K Sell
11,995
-19,305
-62% -$227K 0.01% 775
2025
Q4 		$389K Hold
31,300
– – 0.02% 520
2025
Q3 		$400K Hold
31,300
– – 0.02% 492
2025
Q2 		$449K Hold
31,300
– – 0.03% 433
2025
Q1 		$459K Buy
31,300
+1,000
+3% +$15K 0.03% 403
2024
Q4 		$458K Hold
30,300
– – 0.03% 392
2024
Q3 		$461K Buy
30,300
+20,000
+194% +$300K 0.03% 396
2024
Q2 		$150K Buy
+10,300
New +$165K 0.01% 595

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

Essex Financial Services's OBDC Position: Q2 2026 in Review

Essex Financial Services sold out of Blue Owl Capital (OBDC) in Q2 2026, closing a stake of 11,995 shares — an estimated $133K sold.

Essex Financial Services first reported a position in OBDC in Q2 2024 and held it in 8 quarters. The position peaked at $461K in Q3 2024. 430 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Essex Financial Services reported no remaining Blue Owl Capital position as of Q2 2026 after selling out during the quarter.
  • Essex Financial Services sold 11,995 Blue Owl Capital shares in Q2 2026, an estimated $133K.
  • Essex Financial Services first reported a position in Blue Owl Capital in Q2 2024 and held it in 8 quarters.
  • Essex Financial Services's Blue Owl Capital position peaked at $461K in Q3 2024.
  • 430 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

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