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Jefferies Financial Group’s Blue Owl Capital OBDC Stock Holding History

Jefferies Financial Group’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
-25,000
Closed -$277K – 1935
2026
Q1 		$277K Buy
+25,000
New +$293K ﹤0.01% 1405

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

Jefferies Financial Group's OBDC Position: Q2 2026 in Review

Jefferies Financial Group reduced its Blue Owl Capital (OBDC) stake by 51% in Q2 2026, selling an estimated $336K and leaving 29,197 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Jefferies Financial Group first reported a position in OBDC in Q4 2022 and has held it in 14 quarters since. The position peaked at $655K in Q1 2026. 429 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Jefferies Financial Group held 29,197 shares of Blue Owl Capital worth $317K as of Q2 2026.
  • Jefferies Financial Group sold 30,014 Blue Owl Capital shares in Q2 2026, an estimated $336K.
  • Blue Owl Capital made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1368 holding.
  • Jefferies Financial Group first reported a position in Blue Owl Capital in Q4 2022 and has held it in 14 quarters since.
  • Jefferies Financial Group's Blue Owl Capital position peaked at $655K in Q1 2026.
  • 429 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.