JFS Wealth Advisors’s Blue Owl Capital OBDC Stock Holding History

JFS Wealth Advisors’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	$738	Buy	+66	New	+$738	﹤0.01%	1880

Other funds holding OBDC

State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return

Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return

Robert Wood Johnson Foundation Princeton, New Jersey $81M AUM 0.47% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return

JFS Wealth Advisors's OBDC Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Blue Owl Capital (OBDC) in Q2 2026: 66 shares worth $738. The stake represents ﹤0.01% of the portfolio and ranks #1880 among its holdings.

133 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

JFS Wealth Advisors held 66 shares of Blue Owl Capital worth $738 as of Q2 2026.
Blue Owl Capital was a new JFS Wealth Advisors position in Q2 2026.
Blue Owl Capital made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1880 holding.
133 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.