FFA
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Farther Finance Advisors’s Blue Owl Capital OBDC Stock Holding History

Farther Finance Advisors’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
Q3 		$716K Buy
68,294
+2,834
+4% +$31.5K 0.01% 1331
2026
Q2 		$712K Sell
65,460
-24
-0% -$268 0.01% 1313
2026
Q1 		$705K Sell
65,484
-10,926
-14% -$128K 0.01% 1180
2025
Q4 		$950K Buy
76,410
+39,132
+105% +$498K 0.01% 908
2025
Q3 		$476K Buy
37,278
+24,699
+196% +$352K 0.01% 1097
2025
Q2 		$180K Sell
12,579
-1,276
-9% -$18.1K ﹤0.01% 1447
2025
Q1 		$205K Sell
13,855
-795
-5% -$11.9K 0.01% 1215
2024
Q4 		$222K Buy
14,650
+1,663
+13% +$25.1K 0.01% 942
2024
Q3 		$189K Buy
12,987
+3,998
+44% +$60K 0.01% 1014
2024
Q2 		$138K Buy
8,989
+9
+0.1% +$144 0.01% 997
2024
Q1 		$137K Sell
8,980
-255
-3% -$3.83K 0.01% 833
2023
Q4 		$136K Buy
9,235
+8,610
+1,378% +$122K 0.01% 688
2023
Q3 		$8.66K Hold
625
– – ﹤0.01% 1335
2023
Q2 		$8.39K Sell
625
-507
-45% -$6.63K ﹤0.01% 1254
2023
Q1 		$14.3K Buy
1,132
+227
+25% +$2.92K ﹤0.01% 998
2022
Q4 		$10.5K Buy
+905
New +$10.8K ﹤0.01% 931

Other funds holding OBDC

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Farther Finance Advisors's OBDC Position: Q3 2026 in Review

Farther Finance Advisors increased its Blue Owl Capital (OBDC) stake by 4.3% in Q3 2026, buying an estimated $31.5K and bringing the position to 68,294 shares worth $716K. The position accounts for 0.01% of the portfolio, ranked #1331.

Farther Finance Advisors first reported a position in OBDC in Q4 2022 and has held it in 16 quarters since. The position peaked at $950K in Q4 2025. 19 funds tracked by Wall St. Rank hold OBDC as of Q3 2026.

  • Farther Finance Advisors held 68,294 shares of Blue Owl Capital worth $716K as of Q3 2026.
  • Farther Finance Advisors bought 2,834 Blue Owl Capital shares in Q3 2026, an estimated $31.5K.
  • Blue Owl Capital made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1331 holding.
  • Farther Finance Advisors first reported a position in Blue Owl Capital in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Blue Owl Capital position peaked at $950K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.