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 Q2	–	Sell	-19,442	Closed	-$215K	–	911
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 $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

Insigneo Advisory Services's OBDC Position: Q2 2026 in Review

Insigneo Advisory Services sold out of Blue Owl Capital (OBDC) in Q2 2026, closing a stake of 19,442 shares — an estimated $215K sold.

Insigneo Advisory Services first reported a position in OBDC in Q4 2023 and held it in 10 quarters. The position peaked at $1.12M in Q1 2024. 428 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Insigneo Advisory Services reported no remaining Blue Owl Capital position as of Q2 2026 after selling out during the quarter.
Insigneo Advisory Services sold 19,442 Blue Owl Capital shares in Q2 2026, an estimated $215K.
Insigneo Advisory Services first reported a position in Blue Owl Capital in Q4 2023 and held it in 10 quarters.
Insigneo Advisory Services's Blue Owl Capital position peaked at $1.12M in Q1 2024.
428 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.