Raymond James Financial
OTF

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

Raymond James 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
Q1 		$8.64M Buy
697,028
+302,483
+77% +$3.85M ﹤0.01% 2140
2025
Q4 		$5.74M Buy
394,545
+257,654
+188% +$3.62M ﹤0.01% 2407
2025
Q3 		$1.89M Buy
136,891
+87,348
+176% +$1.31M ﹤0.01% 3217
2025
Q2 		$756K Buy
+49,543
New +$780K ﹤0.01% 3749

Other funds holding OTF

ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
OCERS
Orange County Employees Retirement System Santa Ana, California $280M AUM
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 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 $377M AUM 5.73% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Raymond James Financial's OTF Position: Q1 2026 in Review

Raymond James Financial increased its Blue Owl Technology Finance Corp (OTF) stake by 77% in Q1 2026, buying an estimated $3.85M and bringing the position to 697,028 shares worth $8.64M. The position accounts for ﹤0.01% of the portfolio, ranked #2140.

Raymond James Financial first reported a position in OTF in Q2 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold OTF as of Q1 2026.

  • Raymond James Financial held 697,028 shares of Blue Owl Technology Finance Corp worth $8.64M as of Q1 2026.
  • Raymond James Financial bought 302,483 Blue Owl Technology Finance Corp shares in Q1 2026, an estimated $3.85M.
  • Blue Owl Technology Finance Corp made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2140 holding.
  • Raymond James Financial first reported a position in Blue Owl Technology Finance Corp in Q2 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.