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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
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

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return
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

Larson Financial Group's OBDC Position: Q2 2026 in Review

Larson Financial Group held its Blue Owl Capital (OBDC) position steady in Q2 2026 at 75 shares worth $819. The position accounts for ﹤0.01% of the portfolio, ranked #3381.

Larson Financial Group first reported a position in OBDC in Q2 2025 and has held it in 3 quarters since. The position peaked at $833 in Q1 2026. 429 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Larson Financial Group held 75 shares of Blue Owl Capital worth $819 as of Q2 2026.
  • Larson Financial Group left its Blue Owl Capital share count unchanged in Q2 2026.
  • Blue Owl Capital made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3381 holding.
  • Larson Financial Group first reported a position in Blue Owl Capital in Q2 2025 and has held it in 3 quarters since.
  • Larson Financial Group's Blue Owl Capital position peaked at $833 in Q1 2026.
  • 429 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

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