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Everest Financial Group’s Blue Owl Capital OBDC Stock Holding History

Everest Financial Group’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 		$113K Sell
10,374
-626
-6% -$7K 0.02% 208
2026
Q1 		$122K Buy
+11,000
New +$129K 0.02% 199

Other funds holding OBDC

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Everest Financial Group's OBDC Position: Q2 2026 in Review

Everest Financial Group reduced its Blue Owl Capital (OBDC) stake by 5.7% in Q2 2026, selling an estimated $7K and leaving 10,374 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #208.

Everest Financial Group first reported a position in OBDC in Q1 2026 and has held it in 2 quarters since. The position peaked at $122K in Q1 2026. 426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Everest Financial Group held 10,374 shares of Blue Owl Capital worth $113K as of Q2 2026.
  • Everest Financial Group sold 626 Blue Owl Capital shares in Q2 2026, an estimated $7K.
  • Blue Owl Capital made up 0.02% of Everest Financial Group's portfolio in Q2 2026, its #208 holding.
  • Everest Financial Group first reported a position in Blue Owl Capital in Q1 2026 and has held it in 2 quarters since.
  • Everest Financial Group's Blue Owl Capital position peaked at $122K in Q1 2026.
  • 426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

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