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Savant Capital’s Blue Owl Capital OBDC Stock Holding History

Savant Capital’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 		– Sell
-13,377
Closed -$148K – 1897
2026
Q1 		$148K Hold
13,377
– – ﹤0.01% 1450
2025
Q4 		$166K Sell
13,377
-300
-2% -$3.81K ﹤0.01% 1310
2025
Q3 		$175K Buy
13,677
+300
+2% +$4.27K ﹤0.01% 1257
2025
Q2 		$192K Hold
13,377
– – ﹤0.01% 1156
2025
Q1 		$196K Sell
13,377
-103
-0.8% -$1.55K ﹤0.01% 1011
2024
Q4 		$204K Buy
13,480
+25
+0.2% +$377 ﹤0.01% 1318
2024
Q3 		$196K Sell
13,455
-2,527
-16% -$37.9K ﹤0.01% 1283
2024
Q2 		$245K Buy
15,982
+78
+0.5% +$1.25K ﹤0.01% 1056
2024
Q1 		$245K Sell
15,904
-289
-2% -$4.34K ﹤0.01% 968
2023
Q4 		$239K Buy
+16,193
New +$230K ﹤0.01% 767

Other funds holding OBDC

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Savant Capital's OBDC Position: Q2 2026 in Review

Savant Capital sold out of Blue Owl Capital (OBDC) in Q2 2026, closing a stake of 13,377 shares — an estimated $148K sold.

Savant Capital first reported a position in OBDC in Q4 2023 and held it in 10 quarters. The position peaked at $245K in Q2 2024. 426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Savant Capital reported no remaining Blue Owl Capital position as of Q2 2026 after selling out during the quarter.
  • Savant Capital sold 13,377 Blue Owl Capital shares in Q2 2026, an estimated $148K.
  • Savant Capital first reported a position in Blue Owl Capital in Q4 2023 and held it in 10 quarters.
  • Savant Capital's Blue Owl Capital position peaked at $245K in Q2 2024.
  • 426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.