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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
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

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
GBI
GP Brinson Investments Chicago, Illinois $245M AUM 16.25% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Prota Financial's OBDC Position: Q2 2026 in Review

Prota Financial increased its Blue Owl Capital (OBDC) stake by 5.9% in Q2 2026, buying an estimated $330K and bringing the position to 525,192 shares worth $5.67M. The position accounts for 3.73% of the portfolio, ranked #10.

Prota Financial first reported a position in OBDC in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.7M in Q4 2025. 89 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Prota Financial held 525,192 shares of Blue Owl Capital worth $5.67M as of Q2 2026.
  • Prota Financial bought 29,475 Blue Owl Capital shares in Q2 2026, an estimated $330K.
  • Blue Owl Capital made up 3.73% of Prota Financial's portfolio in Q2 2026, its #10 holding.
  • Prota Financial first reported a position in Blue Owl Capital in Q4 2025 and has held it in 3 quarters since.
  • Prota Financial's Blue Owl Capital position peaked at $10.7M in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Prota Financial's 13F filing for Q2 2026, filed 7 Jul 2026.