Mackenzie Financial
OBDC icon

Mackenzie Financial’s Blue Owl Capital OBDC Stock Holding History

Mackenzie Financial’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 		$561K Buy
51,583
+1,437
+3% +$16.1K ﹤0.01% 1298
2026
Q1 		$555K Buy
50,146
+1,434
+3% +$16.8K ﹤0.01% 1199
2025
Q4 		$620K Sell
48,712
-961
-2% -$12.2K ﹤0.01% 1167
2025
Q3 		$634K Buy
49,673
+19,386
+64% +$276K ﹤0.01% 1190
2025
Q2 		$434K Sell
30,287
-5,515
-15% -$78.3K ﹤0.01% 1277
2025
Q1 		$525K Buy
+35,802
New +$538K ﹤0.01% 1185
2024
Q3 		– Sell
-125,475
Closed -$1.93M – 1651
2024
Q2 		$1.93M Buy
125,475
+69,807
+125% +$1.12M ﹤0.01% 740
2024
Q1 		$856K Buy
55,668
+1,818
+3% +$27.3K ﹤0.01% 909
2023
Q4 		$795K Sell
53,850
-25,625
-32% -$364K ﹤0.01% 906
2023
Q3 		$1.06M Buy
79,475
+36,207
+84% +$500K ﹤0.01% 835
2023
Q2 		$584K Sell
43,268
-12,762
-23% -$167K ﹤0.01% 970
2023
Q1 		$707K Buy
56,030
+16,258
+41% +$209K ﹤0.01% 929
2022
Q4 		$459K Buy
39,772
+489
+1% +$5.86K ﹤0.01% 954
2022
Q3 		$407K Sell
39,283
-14,212
-27% -$181K ﹤0.01% 993
2022
Q2 		$660K Sell
53,495
-32,864
-38% -$450K ﹤0.01% 912
2022
Q1 		$1.28M Buy
86,359
+1,483
+2% +$21.7K ﹤0.01% 859
2021
Q4 		$1.2M Sell
84,876
-1,098
-1% -$15.7K ﹤0.01% 868
2021
Q3 		$1.21M Buy
85,974
+12,024
+16% +$174K ﹤0.01% 875
2021
Q2 		$1.05M Buy
73,950
+39,725
+116% +$571K ﹤0.01% 859
2021
Q1 		$471K Buy
+34,225
New +$466K ﹤0.01% 936

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

Mackenzie Financial's OBDC Position: Q2 2026 in Review

Mackenzie Financial increased its Blue Owl Capital (OBDC) stake by 2.9% in Q2 2026, buying an estimated $16.1K and bringing the position to 51,583 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Mackenzie Financial first reported a position in OBDC in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.93M in Q2 2024. 426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Mackenzie Financial held 51,583 shares of Blue Owl Capital worth $561K as of Q2 2026.
  • Mackenzie Financial bought 1,437 Blue Owl Capital shares in Q2 2026, an estimated $16.1K.
  • Blue Owl Capital made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1298 holding.
  • Mackenzie Financial first reported a position in Blue Owl Capital in Q1 2021 and has held it in 20 quarters since.
  • Mackenzie Financial's Blue Owl Capital position peaked at $1.93M in Q2 2024.
  • 426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.