HIMS
OBDC icon

Hager Investment Management Services’s Blue Owl Capital OBDC Stock Holding History

Hager Investment Management Services’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 		$82.9K Hold
7,622
– – 0.04% 128
2026
Q1 		$84.3K Buy
7,622
+1,720
+29% +$20.2K 0.05% 123
2025
Q4 		$73.4K Sell
5,902
-1,300
-18% -$16.5K 0.04% 130
2025
Q3 		$92K Buy
7,202
+802
+13% +$11.4K 0.05% 120
2025
Q2 		$91.8K Hold
6,400
– – 0.05% 114
2025
Q1 		$93.8K Sell
6,400
-8,940
-58% -$134K 0.07% 109
2024
Q4 		$232K Buy
+15,340
New +$231K 0.14% 84

Other funds holding OBDC

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
PF
Prota Financial Houston, Texas $152M AUM
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
GBI
GP Brinson Investments Chicago, Illinois $245M AUM 16.25% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Hager Investment Management Services's OBDC Position: Q2 2026 in Review

Hager Investment Management Services held its Blue Owl Capital (OBDC) position steady in Q2 2026 at 7,622 shares worth $82.9K. The position accounts for 0.04% of the portfolio, ranked #128.

Hager Investment Management Services first reported a position in OBDC in Q4 2024 and has held it in 7 quarters since. The position peaked at $232K in Q4 2024. 74 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Hager Investment Management Services held 7,622 shares of Blue Owl Capital worth $82.9K as of Q2 2026.
  • Hager Investment Management Services left its Blue Owl Capital share count unchanged in Q2 2026.
  • Blue Owl Capital made up 0.04% of Hager Investment Management Services's portfolio in Q2 2026, its #128 holding.
  • Hager Investment Management Services first reported a position in Blue Owl Capital in Q4 2024 and has held it in 7 quarters since.
  • Hager Investment Management Services's Blue Owl Capital position peaked at $232K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.