JFS Wealth Advisors
OBDC icon

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
Q3 		– Sell
-66
Closed -$738 – 2280
2026
Q2 		$738 Buy
+66
New +$738 ﹤0.01% 1880

Other funds holding OBDC

State of New Jersey Common Pension Fund A
State of New Jersey Common Pension Fund A Trenton, New Jersey $253M AUM 22.83% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund Tigard, Oregon $9.31B AUM 34.63% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Robert Wood Johnson Foundation
Robert Wood Johnson Foundation Princeton, New Jersey $47.4M AUM 19.88% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Hamilton Lane Advisors
Hamilton Lane Advisors Conshohocken, Pennsylvania $179M AUM 25.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

JFS Wealth Advisors's OBDC Position: Q3 2026 in Review

JFS Wealth Advisors sold out of Blue Owl Capital (OBDC) in Q3 2026, closing a stake of 66 shares — an estimated $738 sold.

JFS Wealth Advisors first reported a position in OBDC in Q2 2026 and held it in 1 quarter. The position peaked at $738 in Q2 2026. 221 funds tracked by Wall St. Rank hold OBDC as of Q3 2026.

  • JFS Wealth Advisors reported no remaining Blue Owl Capital position as of Q3 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 66 Blue Owl Capital shares in Q3 2026, an estimated $738.
  • JFS Wealth Advisors first reported a position in Blue Owl Capital in Q2 2026 and held it in 1 quarter.
  • JFS Wealth Advisors's Blue Owl Capital position peaked at $738 in Q2 2026.
  • 221 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.