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BFC Planning, Inc.’s Blue Owl Capital OBDC Stock Holding History

BFC Planning, Inc.’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 		$104K Buy
9,925
+2,895
+41% +$32.2K ﹤0.01% 1215
2026
Q2 		$76.4K Buy
7,030
+178
+3% +$1.99K ﹤0.01% 1345
2026
Q1 		$75.8K Buy
6,852
+1,195
+21% +$14K ﹤0.01% 1194
2025
Q4 		$70.3K Buy
+5,657
New +$71.9K ﹤0.01% 1226

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 34.85% 1-Year Est. Return
State of New Jersey Common Pension Fund A
State of New Jersey Common Pension Fund A Trenton, New Jersey $253M AUM 22.83% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund Tigard, Oregon $9.31B AUM 34.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

BFC Planning, Inc.'s OBDC Position: Q3 2026 in Review

BFC Planning, Inc. increased its Blue Owl Capital (OBDC) stake by 41% in Q3 2026, buying an estimated $32.2K and bringing the position to 9,925 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

BFC Planning, Inc. first reported a position in OBDC in Q4 2025 and has held it in 4 quarters since. 367 funds tracked by Wall St. Rank hold OBDC as of Q3 2026.

  • BFC Planning, Inc. held 9,925 shares of Blue Owl Capital worth $104K as of Q3 2026.
  • BFC Planning, Inc. bought 2,895 Blue Owl Capital shares in Q3 2026, an estimated $32.2K.
  • Blue Owl Capital made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1215 holding.
  • BFC Planning, Inc. first reported a position in Blue Owl Capital in Q4 2025 and has held it in 4 quarters since.
  • 367 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.