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

Kingswood 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 		$1.29M Buy
119,107
+1,026
+0.9% +$11.5K 0.05% 350
2026
Q1 		$1.31M Sell
118,081
-5,218
-4% -$61.2K 0.06% 314
2025
Q4 		$1.53M Sell
123,299
-1,305
-1% -$16.6K 0.07% 264
2025
Q3 		$1.59M Buy
124,604
+3,045
+3% +$43.4K 0.1% 216
2025
Q2 		$1.74M Sell
121,559
-10,158
-8% -$144K 0.14% 164
2025
Q1 		$1.95M Sell
131,717
-127,214
-49% -$1.91M 0.18% 143
2024
Q4 		$3.92M Buy
258,931
+121,947
+89% +$1.84M 0.29% 68
2024
Q3 		$2.05M Buy
136,984
+344
+0.3% +$5.17K 0.15% 160
2024
Q2 		$2.1M Buy
136,640
+9,445
+7% +$151K 0.19% 112
2024
Q1 		$1.96M Buy
127,195
+5,837
+5% +$87.8K 0.23% 101
2023
Q4 		$1.79M Buy
121,358
+82,419
+212% +$1.17M 0.2% 117
2023
Q3 		$522K Sell
38,939
-80,478
-67% -$1.11M 0.09% 239
2023
Q2 		$1.6M Buy
+119,417
New +$1.56M 0.51% 47

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

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

Kingswood Wealth Advisors increased its Blue Owl Capital (OBDC) stake by 0.87% in Q2 2026, buying an estimated $11.5K and bringing the position to 119,107 shares worth $1.29M. The position accounts for 0.05% of the portfolio, ranked #350.

Kingswood Wealth Advisors first reported a position in OBDC in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.92M in Q4 2024. 426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Kingswood Wealth Advisors held 119,107 shares of Blue Owl Capital worth $1.29M as of Q2 2026.
  • Kingswood Wealth Advisors bought 1,026 Blue Owl Capital shares in Q2 2026, an estimated $11.5K.
  • Blue Owl Capital made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #350 holding.
  • Kingswood Wealth Advisors first reported a position in Blue Owl Capital in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Blue Owl Capital position peaked at $3.92M in Q4 2024.
  • 426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.