PWMAG
OTF

Pinnacle Wealth Management Advisory Group’s Blue Owl Technology Finance Corp OTF Stock Holding History

Pinnacle Wealth Management Advisory Group’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
Q1 		$536K Buy
+43,229
New +$551K 0.04% 260

Other funds holding OTF

ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
OCERS
Orange County Employees Retirement System Santa Ana, California $239M AUM
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $77.7M AUM 25.18% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's OTF Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group opened a new position in Blue Owl Technology Finance Corp (OTF) in Q1 2026: 43,229 shares worth $536K. The stake represents 0.04% of the portfolio and ranks #260 among its holdings.

169 funds tracked by Wall St. Rank hold OTF as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 43,229 shares of Blue Owl Technology Finance Corp worth $536K as of Q1 2026.
  • Blue Owl Technology Finance Corp was a new Pinnacle Wealth Management Advisory Group position in Q1 2026.
  • Blue Owl Technology Finance Corp made up 0.04% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #260 holding.
  • 169 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.