JIC
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Joel Isaacson & Co’s Blue Owl Capital OBDC Stock Holding History

Joel Isaacson & Co’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 		$487K Hold
44,789
– – 0.01% 305
2026
Q1 		$495K Hold
44,789
– – 0.02% 283
2025
Q4 		$557K Buy
44,789
+25,000
+126% +$318K 0.02% 271
2025
Q3 		$253K Hold
19,789
– – 0.01% 394
2025
Q2 		$284K Buy
19,789
+3,200
+19% +$45.5K 0.01% 343
2025
Q1 		$243K Hold
16,589
– – 0.01% 349
2024
Q4 		$251K Hold
16,589
– – 0.01% 328
2024
Q3 		$242K Hold
16,589
– – 0.01% 328
2024
Q2 		$255K Hold
16,589
– – 0.01% 300
2024
Q1 		$255K Hold
16,589
– – 0.01% 292
2023
Q4 		$245K Hold
16,589
– – 0.02% 275
2023
Q3 		$230K Buy
+16,589
New +$229K 0.02% 278

Other funds holding OBDC

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
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
RWJF
Robert Wood Johnson Foundation Princeton, New Jersey $81M AUM 0.47% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Joel Isaacson & Co's OBDC Position: Q2 2026 in Review

Joel Isaacson & Co held its Blue Owl Capital (OBDC) position steady in Q2 2026 at 44,789 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #305.

Joel Isaacson & Co first reported a position in OBDC in Q3 2023 and has held it in 12 quarters since. The position peaked at $557K in Q4 2025. 226 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Joel Isaacson & Co held 44,789 shares of Blue Owl Capital worth $487K as of Q2 2026.
  • Joel Isaacson & Co left its Blue Owl Capital share count unchanged in Q2 2026.
  • Blue Owl Capital made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #305 holding.
  • Joel Isaacson & Co first reported a position in Blue Owl Capital in Q3 2023 and has held it in 12 quarters since.
  • Joel Isaacson & Co's Blue Owl Capital position peaked at $557K in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.