FG
OBDC icon

Fiduciary Group’s Blue Owl Capital OBDC Stock Holding History

Fiduciary 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 		$679K Sell
62,489
-3,000
-5% -$33.6K 0.05% 194
2026
Q1 		$724K Buy
65,489
+11,387
+21% +$134K 0.06% 181
2025
Q4 		$672K Sell
54,102
-5,857
-10% -$74.5K 0.06% 180
2025
Q3 		$766K Buy
59,959
+13,808
+30% +$197K 0.07% 176
2025
Q2 		$662K Buy
46,151
+9,661
+26% +$137K 0.06% 181
2025
Q1 		$535K Buy
36,490
+13,993
+62% +$210K 0.05% 190
2024
Q4 		$340K Buy
22,497
+2,436
+12% +$36.7K 0.03% 220
2024
Q3 		$292K Buy
20,061
+4,824
+32% +$72.4K 0.03% 237
2024
Q2 		$234K Buy
15,237
+4,536
+42% +$72.5K 0.03% 250
2024
Q1 		$165K Buy
+10,701
New +$161K 0.02% 266

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
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
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

Fiduciary Group's OBDC Position: Q2 2026 in Review

Fiduciary Group reduced its Blue Owl Capital (OBDC) stake by 4.6% in Q2 2026, selling an estimated $33.6K and leaving 62,489 shares worth $679K. The position accounts for 0.05% of the portfolio, ranked #194.

Fiduciary Group first reported a position in OBDC in Q1 2024 and has held it in 10 quarters since. The position peaked at $766K in Q3 2025. 428 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Fiduciary Group held 62,489 shares of Blue Owl Capital worth $679K as of Q2 2026.
  • Fiduciary Group sold 3,000 Blue Owl Capital shares in Q2 2026, an estimated $33.6K.
  • Blue Owl Capital made up 0.05% of Fiduciary Group's portfolio in Q2 2026, its #194 holding.
  • Fiduciary Group first reported a position in Blue Owl Capital in Q1 2024 and has held it in 10 quarters since.
  • Fiduciary Group's Blue Owl Capital position peaked at $766K in Q3 2025.
  • 428 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.