Lido Advisors’s Blue Owl Technology Finance Corp OTF Stock Holding History

Lido Advisors’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 Q3	$160K	Sell	16,346 -6,056	-27%	-$64.7K	﹤0.01%	1933
2026 Q2	$238K	Sell	22,402 -2,490	-10%	-$27.7K	﹤0.01%	1869
2026 Q1	$318K	Buy	24,892 +10,347	+71%	+$132K	﹤0.01%	1533
2025 Q4	$208K	Buy	14,545 +2,683	+23%	+$37.7K	﹤0.01%	1751
2025 Q3	$169K	Buy	+11,862	New	+$178K	﹤0.01%	1702

Other funds holding OTF

Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return

Orange County Employees Retirement System Santa Ana, California $267M AUM 24.31% 1-Year Est. Return

State of New Jersey Common Pension Fund A Trenton, New Jersey $253M AUM 22.83% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Certuity North Palm Beach, Florida $2.13B AUM 70.4% 1-Year Est. Return

Bayshore Capital Advisors Tampa, Florida $194M AUM 5.69% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Lido Advisors's OTF Position: Q3 2026 in Review

Lido Advisors reduced its Blue Owl Technology Finance Corp (OTF) stake by 27% in Q3 2026, selling an estimated $64.7K and leaving 16,346 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

Lido Advisors first reported a position in OTF in Q3 2025 and has held it in 5 quarters since. The position peaked at $318K in Q1 2026. 78 funds tracked by Wall St. Rank hold OTF as of Q3 2026.

Lido Advisors held 16,346 shares of Blue Owl Technology Finance Corp worth $160K as of Q3 2026.
Lido Advisors sold 6,056 Blue Owl Technology Finance Corp shares in Q3 2026, an estimated $64.7K.
Blue Owl Technology Finance Corp made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1933 holding.
Lido Advisors first reported a position in Blue Owl Technology Finance Corp in Q3 2025 and has held it in 5 quarters since.
Lido Advisors's Blue Owl Technology Finance Corp position peaked at $318K in Q1 2026.
78 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.