Janney Montgomery Scott
OTF

Janney Montgomery Scott’s Blue Owl Technology Finance Corp OTF Stock Holding History

Janney Montgomery Scott’s Portfolio OTF Stock Details OTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$566K Buy
54,683
+21,362
+64% +$238K ﹤0.01% 2322
2026
Q1 		$413K Buy
33,321
+8,010
+32% +$102K ﹤0.01% 2168
2025
Q4 		$368K Buy
+25,311
New +$355K ﹤0.01% 2415

Other funds holding OTF

ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
OCERS
Orange County Employees Retirement System Santa Ana, California $280M AUM
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $453M AUM 134.84% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

Janney Montgomery Scott increased its Blue Owl Technology Finance Corp (OTF) stake by 64% in Q2 2026, buying an estimated $238K and bringing the position to 54,683 shares worth $566K. The position accounts for ﹤0.01% of the portfolio, ranked #2322.

Janney Montgomery Scott first reported a position in OTF in Q4 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold OTF as of Q2 2026.

  • Janney Montgomery Scott held 54,683 shares of Blue Owl Technology Finance Corp worth $566K as of Q2 2026.
  • Janney Montgomery Scott bought 21,362 Blue Owl Technology Finance Corp shares in Q2 2026, an estimated $238K.
  • Blue Owl Technology Finance Corp made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2322 holding.
  • Janney Montgomery Scott first reported a position in Blue Owl Technology Finance Corp in Q4 2025 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q2 2026.

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