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
Q2 		$10.4M Buy
1,008,996
+311,968
+45% +$3.47M ﹤0.01% 2112
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 $4.36B AUM 33.89% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
OCERS
Orange County Employees Retirement System Santa Ana, California $280M AUM
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 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 $402M AUM 7.57% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $453M AUM 134.84% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Raymond James Financial's OTF Position: Q2 2026 in Review

Raymond James Financial increased its Blue Owl Technology Finance Corp (OTF) stake by 45% in Q2 2026, buying an estimated $3.47M and bringing the position to 1,008,996 shares worth $10.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2112.

Raymond James Financial first reported a position in OTF in Q2 2025 and has held it in 5 quarters since. 191 funds tracked by Wall St. Rank hold OTF as of Q2 2026.

  • Raymond James Financial held 1,008,996 shares of Blue Owl Technology Finance Corp worth $10.4M as of Q2 2026.
  • Raymond James Financial bought 311,968 Blue Owl Technology Finance Corp shares in Q2 2026, an estimated $3.47M.
  • Blue Owl Technology Finance Corp made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2112 holding.
  • Raymond James Financial first reported a position in Blue Owl Technology Finance Corp in Q2 2025 and has held it in 5 quarters since.
  • 191 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.