PF
OTF

Prota Financial’s Blue Owl Technology Finance Corp OTF Stock Holding History

Prota Financial’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 		$936K Buy
87,842
+27,997
+47% +$311K 0.62% 24
2026
Q1 		$741K Buy
59,845
+27,969
+88% +$356K 0.54% 21
2025
Q4 		$463K Buy
+31,876
New +$447K 0.33% 46

Other funds holding OTF

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

Prota Financial's OTF Position: Q2 2026 in Review

Prota Financial increased its Blue Owl Technology Finance Corp (OTF) stake by 47% in Q2 2026, buying an estimated $311K and bringing the position to 87,842 shares worth $936K. The position accounts for 0.62% of the portfolio, ranked #24.

Prota Financial first reported a position in OTF in Q4 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold OTF as of Q2 2026.

  • Prota Financial held 87,842 shares of Blue Owl Technology Finance Corp worth $936K as of Q2 2026.
  • Prota Financial bought 27,997 Blue Owl Technology Finance Corp shares in Q2 2026, an estimated $311K.
  • Blue Owl Technology Finance Corp made up 0.62% of Prota Financial's portfolio in Q2 2026, its #24 holding.
  • Prota Financial first reported a position in Blue Owl Technology Finance Corp in Q4 2025 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q2 2026.

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