Focus Partners Wealth
OBDC icon

Focus Partners Wealth’s Blue Owl Capital OBDC Stock Holding History

Focus Partners Wealth’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 		$289K Sell
26,558
-149,877
-85% -$1.68M ﹤0.01% 2288
2026
Q1 		$1.95M Buy
176,435
+21,046
+14% +$247K ﹤0.01% 1324
2025
Q4 		$1.93M Buy
+155,389
New +$1.98M ﹤0.01% 1336
2024
Q4 		– Sell
-16,256
Closed -$237K – 1955
2024
Q3 		$237K Buy
+16,256
New +$244K ﹤0.01% 1395

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

Focus Partners Wealth's OBDC Position: Q2 2026 in Review

Focus Partners Wealth reduced its Blue Owl Capital (OBDC) stake by 85% in Q2 2026, selling an estimated $1.68M and leaving 26,558 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #2288.

Focus Partners Wealth first reported a position in OBDC in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.95M in Q1 2026. 430 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Focus Partners Wealth held 26,558 shares of Blue Owl Capital worth $289K as of Q2 2026.
  • Focus Partners Wealth sold 149,877 Blue Owl Capital shares in Q2 2026, an estimated $1.68M.
  • Blue Owl Capital made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2288 holding.
  • Focus Partners Wealth first reported a position in Blue Owl Capital in Q3 2024 and has held it in 4 quarters since.
  • Focus Partners Wealth's Blue Owl Capital position peaked at $1.95M in Q1 2026.
  • 430 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.