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Independent Financial Group’s Blue Owl Capital OBDC Stock Holding History

Independent Financial Group’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 		$1.84M Sell
169,347
-33,958
-17% -$380K 0.03% 472
2026
Q1 		$2.25M Buy
203,305
+6,986
+4% +$82K 0.05% 375
2025
Q4 		$2.44M Buy
196,319
+6,782
+4% +$86.2K 0.05% 341
2025
Q3 		$2.42M Sell
189,537
-2,031
-1% -$28.9K 0.06% 324
2025
Q2 		$2.75M Sell
191,568
-43,279
-18% -$615K 0.08% 260
2025
Q1 		$3.44M Buy
234,847
+83,779
+55% +$1.26M 0.12% 177
2024
Q4 		$2.28M Buy
151,068
+15,633
+12% +$236K 0.08% 258
2024
Q3 		$1.97M Buy
135,435
+15,892
+13% +$239K 0.07% 268
2024
Q2 		$1.84M Buy
119,543
+2,802
+2% +$44.8K 0.07% 250
2024
Q1 		$1.8M Sell
116,741
-187,761
-62% -$2.82M 0.08% 240
2023
Q4 		$4.49M Sell
304,502
-3,828
-1% -$54.4K 0.24% 98
2023
Q3 		$4.27M Sell
308,330
-158,104
-34% -$2.18M 0.28% 76
2023
Q2 		$6.26M Buy
466,434
+56,549
+14% +$739K 0.43% 33
2023
Q1 		$5.17M Buy
409,885
+78,732
+24% +$1.01M 0.41% 44
2022
Q4 		$3.82M Buy
331,153
+53,584
+19% +$642K 0.33% 56
2022
Q3 		$2.88M Sell
277,569
-974
-0.3% -$12.4K 0.26% 70
2022
Q2 		$3.43M Buy
278,543
+36,528
+15% +$500K 0.37% 51
2022
Q1 		$3.58M Buy
242,015
+50,873
+27% +$745K 0.29% 61
2021
Q4 		$2.71M Buy
191,142
+10,653
+6% +$152K 0.22% 94
2021
Q3 		$2.55M Sell
180,489
-9,181
-5% -$133K 0.26% 85
2021
Q2 		$2.71M Buy
189,670
+99,675
+111% +$1.43M 0.29% 76
2021
Q1 		$1.24M Buy
+89,995
New +$1.23M 0.16% 157

Other funds holding OBDC

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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Independent Financial Group's OBDC Position: Q2 2026 in Review

Independent Financial Group reduced its Blue Owl Capital (OBDC) stake by 17% in Q2 2026, selling an estimated $380K and leaving 169,347 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #472.

Independent Financial Group first reported a position in OBDC in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.26M in Q2 2023. 426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Independent Financial Group held 169,347 shares of Blue Owl Capital worth $1.84M as of Q2 2026.
  • Independent Financial Group sold 33,958 Blue Owl Capital shares in Q2 2026, an estimated $380K.
  • Blue Owl Capital made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #472 holding.
  • Independent Financial Group first reported a position in Blue Owl Capital in Q1 2021 and has held it in 22 quarters since.
  • Independent Financial Group's Blue Owl Capital position peaked at $6.26M in Q2 2023.
  • 426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.