EverSource Wealth Advisors’s Blue Owl Technology Finance Corp OTF Stock Holding History

EverSource Wealth Advisors’s Portfolio OTF Stock Details OTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$103K	Buy	+10,472	New	+$112K	﹤0.01%	1364

Other funds holding OTF

Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return

Orange County Employees Retirement System Santa Ana, California $267M AUM 24.31% 1-Year Est. Return

State of New Jersey Common Pension Fund A Trenton, New Jersey $253M AUM 22.83% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Certuity North Palm Beach, Florida $2.13B AUM 70.4% 1-Year Est. Return

Bayshore Capital Advisors Tampa, Florida $194M AUM 5.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

EverSource Wealth Advisors's OTF Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in Blue Owl Technology Finance Corp (OTF) in Q3 2026: 10,472 shares worth $103K. The stake represents ﹤0.01% of the portfolio and ranks #1364 among its holdings.

93 funds tracked by Wall St. Rank hold OTF as of Q3 2026.

EverSource Wealth Advisors held 10,472 shares of Blue Owl Technology Finance Corp worth $103K as of Q3 2026.
Blue Owl Technology Finance Corp was a new EverSource Wealth Advisors position in Q3 2026.
Blue Owl Technology Finance Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #1364 holding.
93 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.