IFS Advisors’s Blue Owl Capital OBDC Stock Holding History

IFS 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	–	Sell	-200	Closed	-$2.21K	–	223
2026 Q1	$2.21K	Hold	200	–	–	﹤0.01%	180
2025 Q4	$2.49K	Hold	200	–	–	﹤0.01%	152
2025 Q3	$2.55K	Hold	200	–	–	﹤0.01%	141
2025 Q2	$2.87K	Hold	200	–	–	﹤0.01%	131
2025 Q1	$2.93K	Hold	200	–	–	﹤0.01%	148
2024 Q4	$3.02K	Buy	+200	New	+$3.01K	﹤0.01%	133

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

IFS Advisors's OBDC Position: Q2 2026 in Review

IFS Advisors sold out of Blue Owl Capital (OBDC) in Q2 2026, closing a stake of 200 shares — an estimated $2.21K sold.

IFS Advisors first reported a position in OBDC in Q4 2024 and held it in 6 quarters. The position peaked at $3.02K in Q4 2024. 428 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

IFS Advisors reported no remaining Blue Owl Capital position as of Q2 2026 after selling out during the quarter.
IFS Advisors sold 200 Blue Owl Capital shares in Q2 2026, an estimated $2.21K.
IFS Advisors first reported a position in Blue Owl Capital in Q4 2024 and held it in 6 quarters.
IFS Advisors's Blue Owl Capital position peaked at $3.02K in Q4 2024.
428 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.