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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

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
PF
Prota Financial Houston, Texas $152M AUM
GBI
GP Brinson Investments Chicago, Illinois $245M AUM 16.25% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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.

61 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.
  • 61 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.