FFA
OTF

Founders Financial Alliance’s Blue Owl Technology Finance Corp OTF Stock Holding History

Founders Financial Alliance’s Portfolio OTF Stock Details OTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$391K Buy
31,556
+4,587
+17% +$58.5K 0.07% 249
2025
Q4 		$392K Buy
+26,969
New +$379K 0.07% 233

Other funds holding OTF

ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
OCERS
Orange County Employees Retirement System Santa Ana, California $239M AUM
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $77.7M AUM 25.18% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Founders Financial Alliance's OTF Position: Q1 2026 in Review

Founders Financial Alliance increased its Blue Owl Technology Finance Corp (OTF) stake by 17% in Q1 2026, buying an estimated $58.5K and bringing the position to 31,556 shares worth $391K. The position accounts for 0.07% of the portfolio, ranked #249.

Founders Financial Alliance first reported a position in OTF in Q4 2025 and has held it in 2 quarters since. The position peaked at $392K in Q4 2025. 169 funds tracked by Wall St. Rank hold OTF as of Q1 2026.

  • Founders Financial Alliance held 31,556 shares of Blue Owl Technology Finance Corp worth $391K as of Q1 2026.
  • Founders Financial Alliance bought 4,587 Blue Owl Technology Finance Corp shares in Q1 2026, an estimated $58.5K.
  • Blue Owl Technology Finance Corp made up 0.07% of Founders Financial Alliance's portfolio in Q1 2026, its #249 holding.
  • Founders Financial Alliance first reported a position in Blue Owl Technology Finance Corp in Q4 2025 and has held it in 2 quarters since.
  • Founders Financial Alliance's Blue Owl Technology Finance Corp position peaked at $392K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.