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Ritter Daniher Financial Advisory’s Blue Owl Capital OBDC Stock Holding History

Ritter Daniher Financial Advisory’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 		$18.4K Sell
1,688
-1,531
-48% -$17.1K ﹤0.01% 372
2026
Q1 		$35.6K Buy
3,219
+91
+3% +$1.07K 0.01% 300
2025
Q4 		$38.9K Buy
+3,128
New +$39.8K 0.01% 291

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ritter Daniher Financial Advisory's OBDC Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Blue Owl Capital (OBDC) stake by 48% in Q2 2026, selling an estimated $17.1K and leaving 1,688 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Ritter Daniher Financial Advisory first reported a position in OBDC in Q4 2025 and has held it in 3 quarters since. The position peaked at $38.9K in Q4 2025. 430 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Ritter Daniher Financial Advisory held 1,688 shares of Blue Owl Capital worth $18.4K as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 1,531 Blue Owl Capital shares in Q2 2026, an estimated $17.1K.
  • Blue Owl Capital made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #372 holding.
  • Ritter Daniher Financial Advisory first reported a position in Blue Owl Capital in Q4 2025 and has held it in 3 quarters since.
  • Ritter Daniher Financial Advisory's Blue Owl Capital position peaked at $38.9K in Q4 2025.
  • 430 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.