Evercore Wealth Management’s Blue Owl Capital OBDC Stock Holding History

Evercore Wealth Management’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	$541K	Hold	49,800	–	–	0.01%	282
2026 Q1	$551K	Buy	49,800 +10,000	+25%	+$117K	0.01%	267
2025 Q4	$495K	Hold	39,800	–	–	0.01%	288
2025 Q3	$508K	Hold	39,800	–	–	0.01%	290
2025 Q2	$571K	Sell	39,800 -3,300	-8%	-$46.9K	0.01%	271
2025 Q1	$632K	Buy	+43,100	New	+$647K	0.01%	259

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

Evercore Wealth Management's OBDC Position: Q2 2026 in Review

Evercore Wealth Management held its Blue Owl Capital (OBDC) position steady in Q2 2026 at 49,800 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #282.

Evercore Wealth Management first reported a position in OBDC in Q1 2025 and has held it in 6 quarters since. The position peaked at $632K in Q1 2025. 429 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Evercore Wealth Management held 49,800 shares of Blue Owl Capital worth $541K as of Q2 2026.
Evercore Wealth Management left its Blue Owl Capital share count unchanged in Q2 2026.
Blue Owl Capital made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #282 holding.
Evercore Wealth Management first reported a position in Blue Owl Capital in Q1 2025 and has held it in 6 quarters since.
Evercore Wealth Management's Blue Owl Capital position peaked at $632K in Q1 2025.
429 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.