IFP Advisors’s Blue Owl Capital OBDC Stock Holding History

IFP 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	$33.6K	Sell	3,092 -521	-14%	-$5.83K	﹤0.01%	2641
2026 Q1	$40K	Buy	3,613 +215	+6%	+$2.52K	﹤0.01%	2379
2025 Q4	$42.2K	Buy	3,398 +1,305	+62%	+$16.6K	﹤0.01%	2286
2025 Q3	$26.7K	Buy	2,093 +926	+79%	+$13.2K	﹤0.01%	2424
2025 Q2	$16.7K	Buy	+1,167	New	+$16.6K	﹤0.01%	2637
2023 Q1	–	Sell	-800	Closed	-$12K	–	4098
2022 Q4	$12K	Sell	800 -1,397	-64%	-$16.7K	﹤0.01%	3276
2022 Q3	$33K	Sell	2,197 -150	-6%	-$1.91K	﹤0.01%	2698
2022 Q2	$36K	Hold	2,347	–	–	﹤0.01%	2400
2022 Q1	$36K	Buy	+2,347	New	+$34.4K	﹤0.01%	2400

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

IFP Advisors's OBDC Position: Q2 2026 in Review

IFP Advisors reduced its Blue Owl Capital (OBDC) stake by 14% in Q2 2026, selling an estimated $5.83K and leaving 3,092 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2641.

IFP Advisors first reported a position in OBDC in Q1 2022 and has held it in 9 quarters since. The position peaked at $42.2K in Q4 2025. 427 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

IFP Advisors held 3,092 shares of Blue Owl Capital worth $33.6K as of Q2 2026.
IFP Advisors sold 521 Blue Owl Capital shares in Q2 2026, an estimated $5.83K.
Blue Owl Capital made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2641 holding.
IFP Advisors first reported a position in Blue Owl Capital in Q1 2022 and has held it in 9 quarters since.
IFP Advisors's Blue Owl Capital position peaked at $42.2K in Q4 2025.
427 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.