Foundations Investment Advisors’s Blue Owl Capital OBDC Stock Holding History

Foundations Investment Advisors’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	$534K	Sell	49,148 -10,272	-17%	-$115K	0.01%	759
2026 Q1	$657K	Buy	59,420 +19,196	+48%	+$225K	0.01%	635
2025 Q4	$500K	Buy	40,224 +16,956	+73%	+$216K	0.01%	716
2025 Q3	$297K	Buy	23,268 +3,390	+17%	+$48.3K	﹤0.01%	856
2025 Q2	$285K	Buy	+19,878	New	+$282K	﹤0.01%	759

Other funds holding OBDC

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Foundations Investment Advisors's OBDC Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Blue Owl Capital (OBDC) stake by 17% in Q2 2026, selling an estimated $115K and leaving 49,148 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #759.

Foundations Investment Advisors first reported a position in OBDC in Q2 2025 and has held it in 5 quarters since. The position peaked at $657K in Q1 2026. 427 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Foundations Investment Advisors held 49,148 shares of Blue Owl Capital worth $534K as of Q2 2026.
Foundations Investment Advisors sold 10,272 Blue Owl Capital shares in Q2 2026, an estimated $115K.
Blue Owl Capital made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #759 holding.
Foundations Investment Advisors first reported a position in Blue Owl Capital in Q2 2025 and has held it in 5 quarters since.
Foundations Investment Advisors's Blue Owl Capital position peaked at $657K in Q1 2026.
427 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.