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MMBG Investment Advisors’s Blue Owl Capital OBDC Stock Holding History

MMBG Investment Advisors’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 		– Sell
-42,558
Closed -$545K – 180
2025
Q4 		$545K Buy
+42,558
New +$541K 0.05% 133

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 $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
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 $26.7B AUM 43.32% 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

MMBG Investment Advisors's OBDC Position: Q1 2026 in Review

MMBG Investment Advisors sold out of Blue Owl Capital (OBDC) in Q1 2026, closing a stake of 42,558 shares — an estimated $545K sold.

MMBG Investment Advisors first reported a position in OBDC in Q4 2025 and held it in 1 quarter. The position peaked at $545K in Q4 2025. 458 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • MMBG Investment Advisors reported no remaining Blue Owl Capital position as of Q1 2026 after selling out during the quarter.
  • MMBG Investment Advisors sold 42,558 Blue Owl Capital shares in Q1 2026, an estimated $545K.
  • MMBG Investment Advisors first reported a position in Blue Owl Capital in Q4 2025 and held it in 1 quarter.
  • MMBG Investment Advisors's Blue Owl Capital position peaked at $545K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on MMBG Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.