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
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 $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

Focus Partners Wealth's OBDC Position: Q1 2026 in Review

Focus Partners Wealth increased its Blue Owl Capital (OBDC) stake by 14% in Q1 2026, buying an estimated $247K and bringing the position to 176,435 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Focus Partners Wealth first reported a position in OBDC in Q3 2024 and has held it in 3 quarters since. 457 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • Focus Partners Wealth held 176,435 shares of Blue Owl Capital worth $1.95M as of Q1 2026.
  • Focus Partners Wealth bought 21,046 Blue Owl Capital shares in Q1 2026, an estimated $247K.
  • Blue Owl Capital made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1324 holding.
  • Focus Partners Wealth first reported a position in Blue Owl Capital in Q3 2024 and has held it in 3 quarters since.
  • 457 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.