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

Everhart 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	$136K	Buy	+12,477	New	+$140K	0.01%	467

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

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

Everhart Financial Group opened a new position in Blue Owl Capital (OBDC) in Q2 2026: 12,477 shares worth $136K. The stake represents 0.01% of the portfolio and ranks #467 among its holdings.

428 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Everhart Financial Group held 12,477 shares of Blue Owl Capital worth $136K as of Q2 2026.
Blue Owl Capital was a new Everhart Financial Group position in Q2 2026.
Blue Owl Capital made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #467 holding.
428 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.