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 Q3	$183K	Buy	+17,436	New	+$194K	0.04%	384
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

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Hamilton Lane Advisors Conshohocken, Pennsylvania $179M AUM 25.1% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

First Affirmative Financial Network's OBDC Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Blue Owl Capital (OBDC) in Q3 2026: 17,436 shares worth $183K. The stake represents 0.04% of the portfolio and ranks #384 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in OBDC as recently as Q1 2026.

First Affirmative Financial Network first reported a position in OBDC in Q1 2023 and has held it in 13 quarters since. The position peaked at $307K in Q3 2024. 100 funds tracked by Wall St. Rank hold OBDC as of Q3 2026.

First Affirmative Financial Network held 17,436 shares of Blue Owl Capital worth $183K as of Q3 2026.
Blue Owl Capital was a new First Affirmative Financial Network position in Q3 2026.
Blue Owl Capital made up 0.04% of First Affirmative Financial Network's portfolio in Q3 2026, its #384 holding.
First Affirmative Financial Network first reported a position in Blue Owl Capital in Q1 2023 and has held it in 13 quarters since.
First Affirmative Financial Network's Blue Owl Capital position peaked at $307K in Q3 2024.
100 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.