FGC
OBDC icon

Financial Gravity Companies’s Blue Owl Capital OBDC Stock Holding History

Financial Gravity Companies’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 		$928K Buy
+64,695
New +$919K 0.18% 79
2024
Q4 		$839K Buy
+55,496
New +$836K 0.19% 80

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Gravity Companies's OBDC Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Blue Owl Capital (OBDC) in Q2 2025: 64,695 shares worth $928K. The stake represents 0.18% of the portfolio and ranks #79 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in OBDC as recently as Q4 2024.

Financial Gravity Companies first reported a position in OBDC in Q4 2024 and has held it in 2 quarters since. 440 funds tracked by Wall St. Rank hold OBDC as of Q2 2025.

  • Financial Gravity Companies held 64,695 shares of Blue Owl Capital worth $928K as of Q2 2025.
  • Blue Owl Capital was a new Financial Gravity Companies position in Q2 2025.
  • Blue Owl Capital made up 0.18% of Financial Gravity Companies's portfolio in Q2 2025, its #79 holding.
  • Financial Gravity Companies first reported a position in Blue Owl Capital in Q4 2024 and has held it in 2 quarters since.
  • 440 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.