Prota Financial
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Prota Financial’s Blue Owl Capital OBDC Stock Holding History

Prota Financial’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 		$5.73M Buy
549,167
+23,975
+5% +$267K 3.66% 11
2026
Q2 		$5.67M Buy
525,192
+29,475
+6% +$330K 3.73% 10
2026
Q1 		$5.48M Sell
495,717
-366,593
-43% -$4.3M 3.97% 10
2025
Q4 		$10.7M Buy
+862,310
New +$11M 7.72% 3

Other funds holding OBDC

Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Hamilton Lane Advisors
Hamilton Lane Advisors Conshohocken, Pennsylvania $179M AUM 25.1% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Trinity Financial Advisors
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
EPIQ Partners
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
TT Capital Management
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return

Prota Financial's OBDC Position: Q3 2026 in Review

Prota Financial increased its Blue Owl Capital (OBDC) stake by 4.6% in Q3 2026, buying an estimated $267K and bringing the position to 549,167 shares worth $5.73M. The position accounts for 3.66% of the portfolio, ranked #11.

Prota Financial first reported a position in OBDC in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.7M in Q4 2025. 88 funds tracked by Wall St. Rank hold OBDC as of Q3 2026.

  • Prota Financial held 549,167 shares of Blue Owl Capital worth $5.73M as of Q3 2026.
  • Prota Financial bought 23,975 Blue Owl Capital shares in Q3 2026, an estimated $267K.
  • Blue Owl Capital made up 3.66% of Prota Financial's portfolio in Q3 2026, its #11 holding.
  • Prota Financial first reported a position in Blue Owl Capital in Q4 2025 and has held it in 4 quarters since.
  • Prota Financial's Blue Owl Capital position peaked at $10.7M in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.