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First Affirmative Financial Network’s Blue Owl Capital OBDC Stock Holding History

First Affirmative Financial Network’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
Q1 		$171K Buy
+15,468
New +$182K 0.07% 306
2025
Q3 		$193K Sell
15,103
-704
-4% -$10K 0.09% 272
2025
Q2 		$227K Buy
15,807
+649
+4% +$9.22K 0.12% 230
2025
Q1 		$222K Sell
15,158
-3,573
-19% -$53.7K 0.14% 216
2024
Q4 		$283K Sell
18,731
-2,337
-11% -$35.2K 0.16% 160
2024
Q3 		$307K Buy
21,068
+1,644
+8% +$24.7K 0.17% 165
2024
Q2 		$298K Buy
19,424
+2,023
+12% +$32.3K 0.21% 151
2024
Q1 		$268K Buy
17,401
+1,461
+9% +$22K 0.2% 173
2023
Q4 		$235K Buy
15,940
+2,261
+17% +$32.1K 0.19% 182
2023
Q3 		$189K Sell
13,679
-301
-2% -$4.16K 0.19% 187
2023
Q2 		$188K Buy
13,980
+3,306
+31% +$43.2K 0.19% 174
2023
Q1 		$135K Buy
+10,674
New +$137K 0.16% 148

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
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

First Affirmative Financial Network's OBDC Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Blue Owl Capital (OBDC) in Q1 2026: 15,468 shares worth $171K. The stake represents 0.07% of the portfolio and ranks #306 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in OBDC as recently as Q3 2025.

First Affirmative Financial Network first reported a position in OBDC in Q1 2023 and has held it in 12 quarters since. The position peaked at $307K in Q3 2024. 458 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • First Affirmative Financial Network held 15,468 shares of Blue Owl Capital worth $171K as of Q1 2026.
  • Blue Owl Capital was a new First Affirmative Financial Network position in Q1 2026.
  • Blue Owl Capital made up 0.07% of First Affirmative Financial Network's portfolio in Q1 2026, its #306 holding.
  • First Affirmative Financial Network first reported a position in Blue Owl Capital in Q1 2023 and has held it in 12 quarters since.
  • First Affirmative Financial Network's Blue Owl Capital position peaked at $307K in Q3 2024.
  • 458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.