Premier Path Wealth Partners’s Blue Owl Capital OBDC Stock Holding History

Premier Path Wealth Partners’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 Q3	$147K	Hold	14,000	–	–	0.02%	376
2026 Q2	$152K	Hold	14,000	–	–	0.02%	398
2026 Q1	$155K	Sell	14,000 -9,242	-40%	-$108K	0.02%	396
2025 Q4	$289K	Hold	23,242	–	–	0.04%	332
2025 Q3	$297K	Buy	23,242 +9,242	+66%	+$132K	0.04%	334
2025 Q2	$201K	Hold	14,000	–	–	0.03%	379
2025 Q1	$205K	Hold	14,000	–	–	0.03%	363
2024 Q4	$212K	Hold	14,000	–	–	0.03%	357
2024 Q3	$204K	Hold	14,000	–	–	0.03%	349
2024 Q2	$215K	Hold	14,000	–	–	0.04%	348
2024 Q1	$215K	Hold	14,000	–	–	0.04%	322
2023 Q4	$207K	Buy	+14,000	New	+$199K	0.05%	324

Other funds holding OBDC

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return

GBI

GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return

Premier Path Wealth Partners's OBDC Position: Q3 2026 in Review

Premier Path Wealth Partners held its Blue Owl Capital (OBDC) position steady in Q3 2026 at 14,000 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #376.

Premier Path Wealth Partners first reported a position in OBDC in Q4 2023 and has held it in 12 quarters since. The position peaked at $297K in Q3 2025. 71 funds tracked by Wall St. Rank hold OBDC as of Q3 2026.

Premier Path Wealth Partners held 14,000 shares of Blue Owl Capital worth $147K as of Q3 2026.
Premier Path Wealth Partners left its Blue Owl Capital share count unchanged in Q3 2026.
Blue Owl Capital made up 0.02% of Premier Path Wealth Partners's portfolio in Q3 2026, its #376 holding.
Premier Path Wealth Partners first reported a position in Blue Owl Capital in Q4 2023 and has held it in 12 quarters since.
Premier Path Wealth Partners's Blue Owl Capital position peaked at $297K in Q3 2025.
71 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.