Jones Financial Companies
OBDC icon

Jones Financial Companies’s Blue Owl Capital OBDC Stock Holding History

Jones Financial Companies’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 		$19.8K Buy
1,829
+551
+43% +$6.16K ﹤0.01% 3507
2026
Q1 		$13.8K Sell
1,278
-59
-4% -$693 ﹤0.01% 3447
2025
Q4 		$16.6K Buy
1,337
+960
+255% +$12.2K ﹤0.01% 3015
2025
Q3 		$4.99K Buy
377
+27
+8% +$384 ﹤0.01% 3360
2025
Q2 		$5.09K Sell
350
-320
-48% -$4.55K ﹤0.01% 3129
2025
Q1 		$10.1K Sell
670
-220
-25% -$3.3K ﹤0.01% 2702
2024
Q4 		$13.5K Buy
890
+540
+154% +$8.14K ﹤0.01% 2408
2024
Q3 		$5.25K Buy
+350
New +$5.26K ﹤0.01% 2431

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies's OBDC Position: Q2 2026 in Review

Jones Financial Companies increased its Blue Owl Capital (OBDC) stake by 43% in Q2 2026, buying an estimated $6.16K and bringing the position to 1,829 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3507.

Jones Financial Companies first reported a position in OBDC in Q3 2024 and has held it in 8 quarters since. 426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Jones Financial Companies held 1,829 shares of Blue Owl Capital worth $19.8K as of Q2 2026.
  • Jones Financial Companies bought 551 Blue Owl Capital shares in Q2 2026, an estimated $6.16K.
  • Blue Owl Capital made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3507 holding.
  • Jones Financial Companies first reported a position in Blue Owl Capital in Q3 2024 and has held it in 8 quarters since.
  • 426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.