FFA
OBDC icon

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
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

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

Farther Finance Advisors's OBDC Position: Q2 2026 in Review

Farther Finance Advisors reduced its Blue Owl Capital (OBDC) stake by 0.04% in Q2 2026, selling an estimated $268 and leaving 65,460 shares worth $712K. The position accounts for 0.01% of the portfolio, ranked #1313.

Farther Finance Advisors first reported a position in OBDC in Q4 2022 and has held it in 15 quarters since. The position peaked at $950K in Q4 2025. 426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Farther Finance Advisors held 65,460 shares of Blue Owl Capital worth $712K as of Q2 2026.
  • Farther Finance Advisors sold 24 Blue Owl Capital shares in Q2 2026, an estimated $268.
  • Blue Owl Capital made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1313 holding.
  • Farther Finance Advisors first reported a position in Blue Owl Capital in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Blue Owl Capital position peaked at $950K in Q4 2025.
  • 426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.