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

Perennial 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
Q2 		$4.38M Buy
402,734
+3,644
+0.9% +$40.8K 0.29% 69
2026
Q1 		$4.41M Sell
399,090
-18,228
-4% -$214K 0.35% 59
2025
Q4 		$5.19M Sell
417,318
-9,830
-2% -$125K 0.41% 52
2025
Q3 		$5.45M Buy
427,148
+7,730
+2% +$110K 0.45% 44
2025
Q2 		$6.01M Buy
419,418
+14,834
+4% +$211K 0.58% 32
2025
Q1 		$5.93M Buy
404,584
+14,578
+4% +$219K 0.67% 33
2024
Q4 		$5.9M Buy
390,006
+14,067
+4% +$212K 0.69% 33
2024
Q3 		$5.48M Sell
375,939
-7,604
-2% -$114K 0.71% 31
2024
Q2 		$5.89M Buy
383,543
+1,615
+0.4% +$25.8K 0.84% 25
2024
Q1 		$5.87M Buy
381,928
+20,327
+6% +$306K 0.89% 28
2023
Q4 		$5.34M Buy
361,601
+9,285
+3% +$132K 0.88% 27
2023
Q3 		$4.88M Sell
352,316
-2,501
-0.7% -$34.5K 0.88% 22
2023
Q2 		$4.76M Buy
354,817
+16,352
+5% +$214K 0.84% 24
2023
Q1 		$4.27M Buy
338,465
+32,746
+11% +$421K 0.79% 26
2022
Q4 		$3.53M Buy
305,719
+66,207
+28% +$794K 1.44% 11
2022
Q3 		$2.48M Buy
239,512
+30,548
+15% +$388K 1.13% 18
2022
Q2 		$2.58M Buy
208,964
+14,488
+7% +$198K 1.01% 21
2022
Q1 		$2.87M Buy
194,476
+29,121
+18% +$427K 0.91% 22
2021
Q4 		$2.34M Buy
165,355
+31,263
+23% +$447K 0.73% 27
2021
Q3 		$1.9M Buy
134,092
+5,016
+4% +$72.7K 0.67% 28
2021
Q2 		$1.84M Buy
129,076
+17,675
+16% +$254K 0.67% 30
2021
Q1 		$1.53M Buy
111,401
+2,329
+2% +$31.7K 0.61% 33
2020
Q4 		$1.38M Buy
109,072
+30,521
+39% +$387K 0.59% 35
2020
Q3 		$948K Buy
78,551
+19,139
+32% +$234K 0.48% 45
2020
Q2 		$733K Buy
59,412
+22,188
+60% +$274K 0.5% 47
2020
Q1 		$430K Buy
+37,224
New +$545K 0.38% 56

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 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
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

Perennial Investment Advisors's OBDC Position: Q2 2026 in Review

Perennial Investment Advisors increased its Blue Owl Capital (OBDC) stake by 0.91% in Q2 2026, buying an estimated $40.8K and bringing the position to 402,734 shares worth $4.38M. The position accounts for 0.29% of the portfolio, ranked #69.

Perennial Investment Advisors first reported a position in OBDC in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.01M in Q2 2025. 429 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Perennial Investment Advisors held 402,734 shares of Blue Owl Capital worth $4.38M as of Q2 2026.
  • Perennial Investment Advisors bought 3,644 Blue Owl Capital shares in Q2 2026, an estimated $40.8K.
  • Blue Owl Capital made up 0.29% of Perennial Investment Advisors's portfolio in Q2 2026, its #69 holding.
  • Perennial Investment Advisors first reported a position in Blue Owl Capital in Q1 2020 and has held it in 26 quarters since.
  • Perennial Investment Advisors's Blue Owl Capital position peaked at $6.01M in Q2 2025.
  • 429 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.