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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
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)
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

Evercore Wealth Management's OBDC Position: Q1 2026 in Review

Evercore Wealth Management increased its Blue Owl Capital (OBDC) stake by 25% in Q1 2026, buying an estimated $117K and bringing the position to 49,800 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #267.

Evercore Wealth Management first reported a position in OBDC in Q1 2025 and has held it in 5 quarters since. The position peaked at $632K in Q1 2025. 458 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • Evercore Wealth Management held 49,800 shares of Blue Owl Capital worth $551K as of Q1 2026.
  • Evercore Wealth Management bought 10,000 Blue Owl Capital shares in Q1 2026, an estimated $117K.
  • Blue Owl Capital made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #267 holding.
  • Evercore Wealth Management first reported a position in Blue Owl Capital in Q1 2025 and has held it in 5 quarters since.
  • Evercore Wealth Management's Blue Owl Capital position peaked at $632K in Q1 2025.
  • 458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.