Kingsview Wealth Management’s Blue Owl Capital OBDC Stock Holding History

Kingsview Wealth Management’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
2025 Q4	–	Sell	-23,899	Closed	-$305K	–	1305
2025 Q3	$305K	Sell	23,899 -6,957	-23%	-$99K	﹤0.01%	951
2025 Q2	$442K	Buy	30,856 +7	+0%	+$99	0.01%	816
2025 Q1	$452K	Buy	30,849 +125	+0.4%	+$1.88K	0.01%	760
2024 Q4	$465K	Sell	30,724 -3,750	-11%	-$56.5K	0.01%	768
2024 Q3	$502K	Sell	34,474 -2,195	-6%	-$33K	0.01%	720
2024 Q2	$563K	Buy	36,669 +3,475	+10%	+$55.6K	0.01%	647
2024 Q1	$511K	Buy	33,194 +22,945	+224%	+$345K	0.01%	660
2023 Q4	$151K	Buy	+10,249	New	+$146K	﹤0.01%	920

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SONJCPFA

State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return

OPERF

Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kingsview Wealth Management's OBDC Position: Q4 2025 in Review

Kingsview Wealth Management sold out of Blue Owl Capital (OBDC) in Q4 2025, closing a stake of 23,899 shares — an estimated $305K sold.

Kingsview Wealth Management first reported a position in OBDC in Q4 2023 and held it in 8 quarters. The position peaked at $563K in Q2 2024. 470 funds tracked by Wall St. Rank hold OBDC as of Q4 2025.

Kingsview Wealth Management reported no remaining Blue Owl Capital position as of Q4 2025 after selling out during the quarter.
Kingsview Wealth Management sold 23,899 Blue Owl Capital shares in Q4 2025, an estimated $305K.
Kingsview Wealth Management first reported a position in Blue Owl Capital in Q4 2023 and held it in 8 quarters.
Kingsview Wealth Management's Blue Owl Capital position peaked at $563K in Q2 2024.
470 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.