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Grimes & Company’s Blue Owl Capital OBDC Stock Holding History

Grimes & Company’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 		– Sell
-13,645
Closed -$170K – 464
2025
Q4 		$170K Buy
+13,645
New +$173K ﹤0.01% 443
2022
Q2 		– Sell
-10,979
Closed -$162K – 290
2022
Q1 		$162K Buy
+10,979
New +$161K 0.01% 289

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 $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
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 $26.7B AUM 43.32% 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

Grimes & Company's OBDC Position: Q1 2026 in Review

Grimes & Company sold out of Blue Owl Capital (OBDC) in Q1 2026, closing a stake of 13,645 shares — an estimated $170K sold.

Grimes & Company first reported a position in OBDC in Q1 2022 and held it in 2 quarters. The position peaked at $170K in Q4 2025. 458 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • Grimes & Company reported no remaining Blue Owl Capital position as of Q1 2026 after selling out during the quarter.
  • Grimes & Company sold 13,645 Blue Owl Capital shares in Q1 2026, an estimated $170K.
  • Grimes & Company first reported a position in Blue Owl Capital in Q1 2022 and held it in 2 quarters.
  • Grimes & Company's Blue Owl Capital position peaked at $170K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Grimes & Company's 13F filing for Q1 2026, filed 21 Apr 2026.