LBWM
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Left Brain Wealth Management’s Blue Owl Capital OBDC Stock Holding History

Left Brain Wealth Management’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 		$111K Sell
10,000
-7,400
-43% -$86.9K 0.04% 79
2025
Q4 		$216K Buy
+17,400
New +$221K 0.07% 79

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

Left Brain Wealth Management's OBDC Position: Q1 2026 in Review

Left Brain Wealth Management reduced its Blue Owl Capital (OBDC) stake by 43% in Q1 2026, selling an estimated $86.9K and leaving 10,000 shares worth $111K. The position accounts for 0.04% of the portfolio, ranked #79.

Left Brain Wealth Management first reported a position in OBDC in Q4 2025 and has held it in 2 quarters since. The position peaked at $216K in Q4 2025. 457 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • Left Brain Wealth Management held 10,000 shares of Blue Owl Capital worth $111K as of Q1 2026.
  • Left Brain Wealth Management sold 7,400 Blue Owl Capital shares in Q1 2026, an estimated $86.9K.
  • Blue Owl Capital made up 0.04% of Left Brain Wealth Management's portfolio in Q1 2026, its #79 holding.
  • Left Brain Wealth Management first reported a position in Blue Owl Capital in Q4 2025 and has held it in 2 quarters since.
  • Left Brain Wealth Management's Blue Owl Capital position peaked at $216K in Q4 2025.
  • 457 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Left Brain Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.