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Root Financial Partners’s Blue Owl Capital OBDC Stock Holding History

Root Financial Partners’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
Q1 		$1.38K Hold
125
– – ﹤0.01% 2469
2025
Q4 		$1.55K Sell
125
-3,546
-97% -$45.1K ﹤0.01% 2033
2025
Q3 		$46.9K Buy
+3,671
New +$52.3K ﹤0.01% 691

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Root Financial Partners's OBDC Position: Q1 2026 in Review

Root Financial Partners held its Blue Owl Capital (OBDC) position steady in Q1 2026 at 125 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #2469.

Root Financial Partners first reported a position in OBDC in Q3 2025 and has held it in 3 quarters since. The position peaked at $46.9K in Q3 2025. 458 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • Root Financial Partners held 125 shares of Blue Owl Capital worth $1.38K as of Q1 2026.
  • Root Financial Partners left its Blue Owl Capital share count unchanged in Q1 2026.
  • Blue Owl Capital made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2469 holding.
  • Root Financial Partners first reported a position in Blue Owl Capital in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Blue Owl Capital position peaked at $46.9K in Q3 2025.
  • 458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.