Janney Montgomery Scott
OBDC icon

Janney Montgomery Scott’s Blue Owl Capital OBDC Stock Holding History

Janney Montgomery Scott’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 		$20.1M Sell
1,852,474
-158,616
-8% -$1.77M 0.04% 448
2026
Q1 		$22.2M Buy
2,011,090
+161,988
+9% +$1.9M 0.06% 325
2025
Q4 		$23M Sell
1,849,102
-491,168
-21% -$6.24M 0.05% 333
2025
Q3 		$29.9M Buy
2,340,270
+201,634
+9% +$2.87M 0.07% 265
2025
Q2 		$30.7M Buy
2,138,636
+251,038
+13% +$3.57M 0.08% 249
2025
Q1 		$27.7M Buy
1,887,598
+124,429
+7% +$1.87M 0.08% 247
2024
Q4 		$26.7M Buy
1,763,169
+24,425
+1% +$368K 0.07% 261
2024
Q3 		$25.3M Sell
1,738,744
-218,233
-11% -$3.28M 0.07% 277
2024
Q2 		$30.1M Buy
1,956,977
+247,176
+14% +$3.95M 0.09% 218
2024
Q1 		$26.3M Buy
1,709,801
+98,061
+6% +$1.47M 0.08% 258
2023
Q4 		$23.8M Buy
1,611,740
+11,293
+0.7% +$160K 0.08% 257
2023
Q3 		$22.2M Sell
1,600,447
-2,714
-0.2% -$37.5K 0.08% 235
2023
Q2 		$21.5M Buy
1,603,161
+29,597
+2% +$387K 0.08% 244
2023
Q1 		$19.8M Buy
1,573,564
+25,656
+2% +$330K 0.08% 234
2022
Q4 		$17.9M Sell
1,547,908
-20,523
-1% -$246K 0.07% 264
2022
Q3 		$16.3M Buy
1,568,431
+66,807
+4% +$849K 0.07% 262
2022
Q2 		$19.1M Buy
+1,501,624
New +$20.6M 0.09% 225
2022
Q1 		– Sell
-1,112,744
Closed -$15.8M – 2375
2021
Q4 		$15.8M Buy
1,112,744
+273,798
+33% +$3.91M 0.06% 281
2021
Q3 		$11.8M Buy
838,946
+139,731
+20% +$2.02M 0.05% 326
2021
Q2 		$9.98M Buy
699,215
+333,878
+91% +$4.8M 0.04% 366
2021
Q1 		$5.03M Buy
365,337
+77,321
+27% +$1.05M 0.02% 555
2020
Q4 		$3.65M Buy
288,016
+52,053
+22% +$660K 0.02% 634
2020
Q3 		$2.85M Buy
235,963
+101,040
+75% +$1.24M 0.02% 657
2020
Q2 		$1.66M Buy
134,923
+95,512
+242% +$1.18M 0.01% 833
2020
Q1 		$455K Buy
+39,411
New +$577K ﹤0.01% 1267

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
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
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

Janney Montgomery Scott's OBDC Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Blue Owl Capital (OBDC) stake by 7.9% in Q2 2026, selling an estimated $1.77M and leaving 1,852,474 shares worth $20.1M. The position accounts for 0.04% of the portfolio, ranked #448.

Janney Montgomery Scott first reported a position in OBDC in Q1 2020 and has held it in 25 quarters since. The position peaked at $30.7M in Q2 2025. 427 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Janney Montgomery Scott held 1,852,474 shares of Blue Owl Capital worth $20.1M as of Q2 2026.
  • Janney Montgomery Scott sold 158,616 Blue Owl Capital shares in Q2 2026, an estimated $1.77M.
  • Blue Owl Capital made up 0.04% of Janney Montgomery Scott's portfolio in Q2 2026, its #448 holding.
  • Janney Montgomery Scott first reported a position in Blue Owl Capital in Q1 2020 and has held it in 25 quarters since.
  • Janney Montgomery Scott's Blue Owl Capital position peaked at $30.7M in Q2 2025.
  • 427 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.