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
Q2 		$457K Buy
44,161
+932
+2% +$10.4K 0.03% 316
2026
Q1 		$536K Buy
+43,229
New +$551K 0.04% 260

Other funds holding OTF

ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
OCERS
Orange County Employees Retirement System Santa Ana, California $280M AUM
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $479M AUM 140.35% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's OTF Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Blue Owl Technology Finance Corp (OTF) stake by 2.2% in Q2 2026, buying an estimated $10.4K and bringing the position to 44,161 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #316.

Pinnacle Wealth Management Advisory Group first reported a position in OTF in Q1 2026 and has held it in 2 quarters since. The position peaked at $536K in Q1 2026. 191 funds tracked by Wall St. Rank hold OTF as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 44,161 shares of Blue Owl Technology Finance Corp worth $457K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 932 Blue Owl Technology Finance Corp shares in Q2 2026, an estimated $10.4K.
  • Blue Owl Technology Finance Corp made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #316 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Blue Owl Technology Finance Corp in Q1 2026 and has held it in 2 quarters since.
  • Pinnacle Wealth Management Advisory Group's Blue Owl Technology Finance Corp position peaked at $536K in Q1 2026.
  • 191 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.