Financial Counselors Inc’s Blue Owl Capital OBDC Stock Holding History

Financial Counselors Inc’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
2025 Q2	–	Sell	-19,253	Closed	-$282K	–	379
2025 Q1	$282K	Buy	+19,253	New	+$289K	﹤0.01%	517

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

OPERF

Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return

SONJCPFA

State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Counselors Inc's OBDC Position: Q2 2025 in Review

Financial Counselors Inc sold out of Blue Owl Capital (OBDC) in Q2 2025, closing a stake of 19,253 shares — an estimated $282K sold.

Financial Counselors Inc first reported a position in OBDC in Q1 2025 and held it in 1 quarter. The position peaked at $282K in Q1 2025. 440 funds tracked by Wall St. Rank hold OBDC as of Q2 2025.

Financial Counselors Inc reported no remaining Blue Owl Capital position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 19,253 Blue Owl Capital shares in Q2 2025, an estimated $282K.
Financial Counselors Inc first reported a position in Blue Owl Capital in Q1 2025 and held it in 1 quarter.
Financial Counselors Inc's Blue Owl Capital position peaked at $282K in Q1 2025.
440 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.