Liberty Square Wealth Partners’s Blue Owl Capital OBDC Stock Holding History

Liberty Square Wealth Partners’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	$273K	Hold	25,111	–	–	0.07%	119
2026 Q1	$278K	Hold	25,111	–	–	0.08%	113
2025 Q4	$312K	Hold	25,111	–	–	0.09%	104
2025 Q3	$321K	Hold	25,111	–	–	0.1%	110
2025 Q2	$360K	Hold	25,111	–	–	0.12%	100
2025 Q1	$368K	Hold	25,111	–	–	0.14%	92
2024 Q4	$386K	Buy	+25,111	New	+$378K	0.14%	94

Other funds holding OBDC

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Liberty Square Wealth Partners's OBDC Position: Q2 2026 in Review

Liberty Square Wealth Partners held its Blue Owl Capital (OBDC) position steady in Q2 2026 at 25,111 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #119.

Liberty Square Wealth Partners first reported a position in OBDC in Q4 2024 and has held it in 7 quarters since. The position peaked at $386K in Q4 2024. 426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Liberty Square Wealth Partners held 25,111 shares of Blue Owl Capital worth $273K as of Q2 2026.
Liberty Square Wealth Partners left its Blue Owl Capital share count unchanged in Q2 2026.
Blue Owl Capital made up 0.07% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #119 holding.
Liberty Square Wealth Partners first reported a position in Blue Owl Capital in Q4 2024 and has held it in 7 quarters since.
Liberty Square Wealth Partners's Blue Owl Capital position peaked at $386K in Q4 2024.
426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.