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Newbridge Financial Services Group’s Blue Owl Capital OBDC Stock Holding History

Newbridge Financial Services Group’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 		$27.3K Buy
2,511
+45
+2% +$503 ﹤0.01% 639
2026
Q1 		$27.3K Sell
2,466
-399
-14% -$4.68K ﹤0.01% 566
2025
Q4 		$35.6K Buy
2,865
+37
+1% +$470 0.01% 502
2025
Q3 		$36.1K Buy
2,828
+34
+1% +$484 0.01% 583
2025
Q2 		$40.1K Buy
2,794
+34
+1% +$483 0.01% 549
2025
Q1 		$40.5K Buy
2,760
+34
+1% +$511 0.01% 411
2024
Q4 		$41.2K Buy
2,726
+32
+1% +$482 0.01% 450
2024
Q3 		$39.3K Buy
2,694
+31
+1% +$466 0.01% 278
2024
Q2 		$40.9K Buy
2,663
+30
+1% +$480 0.02% 411
2024
Q1 		$40.5K Buy
2,633
+30
+1% +$451 0.02% 436
2023
Q4 		$38.4K Buy
2,603
+31
+1% +$441 0.02% 448
2023
Q3 		$35.6K Buy
2,572
+29
+1% +$400 0.02% 501
2023
Q2 		$34.1K Buy
2,543
+29
+1% +$379 0.02% 552
2023
Q1 		$31.7K Buy
2,514
+465
+23% +$5.99K 0.02% 576
2022
Q4 		$23.7K Buy
2,049
+949
+86% +$11.4K 0.01% 663
2022
Q3 		$11K Buy
+1,100
New +$14K 0.01% 858
2022
Q1 		– Sell
-17,506
Closed -$248K – 1518
2021
Q4 		$248K Buy
+17,506
New +$250K 0.12% 176

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

Newbridge Financial Services Group's OBDC Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Blue Owl Capital (OBDC) stake by 1.8% in Q2 2026, buying an estimated $503 and bringing the position to 2,511 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Newbridge Financial Services Group first reported a position in OBDC in Q4 2021 and has held it in 17 quarters since. The position peaked at $248K in Q4 2021. 426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Newbridge Financial Services Group held 2,511 shares of Blue Owl Capital worth $27.3K as of Q2 2026.
  • Newbridge Financial Services Group bought 45 Blue Owl Capital shares in Q2 2026, an estimated $503.
  • Blue Owl Capital made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #639 holding.
  • Newbridge Financial Services Group first reported a position in Blue Owl Capital in Q4 2021 and has held it in 17 quarters since.
  • Newbridge Financial Services Group's Blue Owl Capital position peaked at $248K in Q4 2021.
  • 426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.