FGC
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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
2026
Q2 		$630K Buy
+57,926
New +$648K 0.1% 92
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 $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

Financial Gravity Companies's OBDC Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Blue Owl Capital (OBDC) in Q2 2026: 57,926 shares worth $630K. The stake represents 0.1% of the portfolio and ranks #92 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in OBDC as recently as Q2 2025.

Financial Gravity Companies first reported a position in OBDC in Q4 2024 and has held it in 3 quarters since. The position peaked at $928K in Q2 2025. 428 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Financial Gravity Companies held 57,926 shares of Blue Owl Capital worth $630K as of Q2 2026.
  • Blue Owl Capital was a new Financial Gravity Companies position in Q2 2026.
  • Blue Owl Capital made up 0.1% of Financial Gravity Companies's portfolio in Q2 2026, its #92 holding.
  • Financial Gravity Companies first reported a position in Blue Owl Capital in Q4 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's Blue Owl Capital position peaked at $928K in Q2 2025.
  • 428 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.