IA
OTF

IFP Advisors’s Blue Owl Technology Finance Corp OTF Stock Holding History

IFP Advisors’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
Q2 		– Sell
-654
Closed -$8.1K – 5327
2026
Q1 		$8.1K Hold
654
– – ﹤0.01% 3262
2025
Q4 		$9.51K Buy
654
+26
+4% +$365 ﹤0.01% 3089
2025
Q3 		$8.68K Buy
628
+314
+100% +$4.71K ﹤0.01% 2972
2025
Q2 		$4.79K Buy
+314
New +$4.95K ﹤0.01% 3420

Other funds holding OTF

ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
OCERS
Orange County Employees Retirement System Santa Ana, California $280M AUM
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $453M AUM 134.84% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

IFP Advisors's OTF Position: Q2 2026 in Review

IFP Advisors sold out of Blue Owl Technology Finance Corp (OTF) in Q2 2026, closing a stake of 654 shares — an estimated $8.1K sold.

IFP Advisors first reported a position in OTF in Q2 2025 and held it in 4 quarters. The position peaked at $9.51K in Q4 2025. 191 funds tracked by Wall St. Rank hold OTF as of Q2 2026.

  • IFP Advisors reported no remaining Blue Owl Technology Finance Corp position as of Q2 2026 after selling out during the quarter.
  • IFP Advisors sold 654 Blue Owl Technology Finance Corp shares in Q2 2026, an estimated $8.1K.
  • IFP Advisors first reported a position in Blue Owl Technology Finance Corp in Q2 2025 and held it in 4 quarters.
  • IFP Advisors's Blue Owl Technology Finance Corp position peaked at $9.51K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q2 2026.

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