Jackson Thornton Wealth Management’s Blue Owl Capital OBDC Stock Holding History

Jackson Thornton Wealth Management’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	$569K	Buy	+52,323	New	+$585K	0.05%	132
2025 Q3	–	Sell	-14,499	Closed	-$209K	–	288
2025 Q2	$209K	Sell	14,499 -3,858	-21%	-$54.8K	0.02%	136
2025 Q1	$254K	Sell	18,357 -5,699	-24%	-$85.6K	0.03%	75
2024 Q4	$364K	Buy	+24,056	New	+$362K	0.05%	56

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

Jackson Thornton Wealth Management's OBDC Position: Q2 2026 in Review

Jackson Thornton Wealth Management opened a new position in Blue Owl Capital (OBDC) in Q2 2026: 52,323 shares worth $569K. The stake represents 0.05% of the portfolio and ranks #132 among its holdings. This is a return to the name: Jackson Thornton Wealth Management previously reported a position in OBDC as recently as Q2 2025.

Jackson Thornton Wealth Management first reported a position in OBDC in Q4 2024 and has held it in 4 quarters since. 428 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Jackson Thornton Wealth Management held 52,323 shares of Blue Owl Capital worth $569K as of Q2 2026.
Blue Owl Capital was a new Jackson Thornton Wealth Management position in Q2 2026.
Blue Owl Capital made up 0.05% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #132 holding.
Jackson Thornton Wealth Management first reported a position in Blue Owl Capital in Q4 2024 and has held it in 4 quarters since.
428 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.