Insigneo Advisory Services’s Blue Owl Capital OBDC Stock Holding History

Insigneo Advisory 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 Q1	$215K	Sell	19,442 -1,209	-6%	-$14.2K	0.02%	624
2025 Q4	$257K	Sell	20,651 -23,840	-54%	-$303K	0.02%	565
2025 Q3	$568K	Sell	44,491 -6,540	-13%	-$93.1K	0.04%	333
2025 Q2	$732K	Buy	51,031 +9,088	+22%	+$129K	0.06%	242
2025 Q1	$615K	Sell	41,943 -7,984	-16%	-$120K	0.06%	249
2024 Q4	$755K	Buy	49,927 +1,615	+3%	+$24.3K	0.08%	199
2024 Q3	$704K	Sell	48,312 -19,276	-29%	-$289K	0.07%	231
2024 Q2	$978K	Buy	67,588 +1,104	+2%	+$17.7K	0.11%	175
2024 Q1	$1.12M	Sell	66,484 -6,397	-9%	-$96.2K	0.13%	148
2023 Q4	$1.1M	Buy	+72,881	New	+$1.04M	0.16%	134

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

SONJCPFA

State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return

OPERF

Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Insigneo Advisory Services's OBDC Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Blue Owl Capital (OBDC) stake by 5.9% in Q1 2026, selling an estimated $14.2K and leaving 19,442 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #624.

Insigneo Advisory Services first reported a position in OBDC in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.12M in Q1 2024. 458 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

Insigneo Advisory Services held 19,442 shares of Blue Owl Capital worth $215K as of Q1 2026.
Insigneo Advisory Services sold 1,209 Blue Owl Capital shares in Q1 2026, an estimated $14.2K.
Blue Owl Capital made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #624 holding.
Insigneo Advisory Services first reported a position in Blue Owl Capital in Q4 2023 and has held it in 10 quarters since.
Insigneo Advisory Services's Blue Owl Capital position peaked at $1.12M in Q1 2024.
458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.