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Larson Financial Group’s Blue Owl Capital OBDC Stock Holding History

Larson Financial Group’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
Q1 		$833 Buy
+75
New +$880 ﹤0.01% 3210
2025
Q4 		– Hold
0
– – – 3438
2025
Q3 		– Sell
-51
Closed -$726 – 3419
2025
Q2 		$736 Buy
+51
New +$725 ﹤0.01% 2745

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Larson Financial Group's OBDC Position: Q1 2026 in Review

Larson Financial Group opened a new position in Blue Owl Capital (OBDC) in Q1 2026: 75 shares worth $833. The stake represents ﹤0.01% of the portfolio and ranks #3210 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in OBDC as recently as Q2 2025.

Larson Financial Group first reported a position in OBDC in Q2 2025 and has held it in 2 quarters since. 458 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • Larson Financial Group held 75 shares of Blue Owl Capital worth $833 as of Q1 2026.
  • Blue Owl Capital was a new Larson Financial Group position in Q1 2026.
  • Blue Owl Capital made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3210 holding.
  • Larson Financial Group first reported a position in Blue Owl Capital in Q2 2025 and has held it in 2 quarters since.
  • 458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.