LOWM
OTF

Laurel Oak Wealth Management’s Blue Owl Technology Finance Corp OTF Stock Holding History

Laurel Oak Wealth Management’s Portfolio OTF Stock Details OTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$877K Buy
84,723
+33,526
+65% +$373K 0.13% 137
2026
Q1 		$634K Buy
51,197
+9,013
+21% +$115K 0.11% 157
2025
Q4 		$613K Buy
+42,184
New +$592K 0.1% 156

Other funds holding OTF

ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
OCERS
Orange County Employees Retirement System Santa Ana, California $280M AUM
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $479M AUM 140.35% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Laurel Oak Wealth Management's OTF Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Blue Owl Technology Finance Corp (OTF) stake by 65% in Q2 2026, buying an estimated $373K and bringing the position to 84,723 shares worth $877K. The position accounts for 0.13% of the portfolio, ranked #137.

Laurel Oak Wealth Management first reported a position in OTF in Q4 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold OTF as of Q2 2026.

  • Laurel Oak Wealth Management held 84,723 shares of Blue Owl Technology Finance Corp worth $877K as of Q2 2026.
  • Laurel Oak Wealth Management bought 33,526 Blue Owl Technology Finance Corp shares in Q2 2026, an estimated $373K.
  • Blue Owl Technology Finance Corp made up 0.13% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Laurel Oak Wealth Management first reported a position in Blue Owl Technology Finance Corp in Q4 2025 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.