Larson Financial Group
OBDC icon

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
Q3 		$790 Hold
75
– – ﹤0.01% 3479
2026
Q2 		$819 Hold
75
– – ﹤0.01% 3381
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

State of New Jersey Common Pension Fund A
State of New Jersey Common Pension Fund A Trenton, New Jersey $253M AUM 22.83% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund Tigard, Oregon $9.31B AUM 34.63% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Robert Wood Johnson Foundation
Robert Wood Johnson Foundation Princeton, New Jersey $47.4M AUM 19.88% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Hamilton Lane Advisors
Hamilton Lane Advisors Conshohocken, Pennsylvania $179M AUM 25.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Larson Financial Group's OBDC Position: Q3 2026 in Review

Larson Financial Group held its Blue Owl Capital (OBDC) position steady in Q3 2026 at 75 shares worth $790. The position accounts for ﹤0.01% of the portfolio, ranked #3479.

Larson Financial Group first reported a position in OBDC in Q2 2025 and has held it in 4 quarters since. The position peaked at $833 in Q1 2026. 212 funds tracked by Wall St. Rank hold OBDC as of Q3 2026.

  • Larson Financial Group held 75 shares of Blue Owl Capital worth $790 as of Q3 2026.
  • Larson Financial Group left its Blue Owl Capital share count unchanged in Q3 2026.
  • Blue Owl Capital made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3479 holding.
  • Larson Financial Group first reported a position in Blue Owl Capital in Q2 2025 and has held it in 4 quarters since.
  • Larson Financial Group's Blue Owl Capital position peaked at $833 in Q1 2026.
  • 212 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.