SFS
OBDC icon

Sowell Financial Services’s Blue Owl Capital OBDC Stock Holding History

Sowell Financial Services’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
-11,453
Closed -$127K – 1205
2026
Q1 		$127K Sell
11,453
-21,745
-66% -$255K ﹤0.01% 1090
2025
Q4 		$413K Buy
33,198
+4,422
+15% +$56.2K 0.02% 711
2025
Q3 		$367K Buy
28,776
+576
+2% +$8.2K 0.01% 743
2025
Q2 		$404K Buy
28,200
+319
+1% +$4.53K 0.02% 672
2025
Q1 		$409K Buy
27,881
+1,440
+5% +$21.6K 0.02% 646
2024
Q4 		$400K Buy
26,441
+3,461
+15% +$52.2K 0.02% 432
2024
Q3 		$343K Buy
22,980
+528
+2% +$7.93K 0.02% 489
2024
Q2 		$353K Sell
22,452
-9
-0% -$144 0.02% 477
2024
Q1 		$354K Buy
22,461
+1,088
+5% +$16.4K 0.02% 500
2023
Q4 		$323K Buy
21,373
+802
+4% +$11.4K 0.02% 487
2023
Q3 		$292K Buy
20,571
+1,491
+8% +$20.6K 0.02% 463
2023
Q2 		$262K Sell
19,080
-913
-5% -$11.9K 0.01% 526
2023
Q1 		$252K Buy
19,993
+2,183
+12% +$28.1K 0.02% 622
2022
Q4 		$212K Buy
+17,810
New +$214K 0.01% 516

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

Sowell Financial Services's OBDC Position: Q2 2026 in Review

Sowell Financial Services sold out of Blue Owl Capital (OBDC) in Q2 2026, closing a stake of 11,453 shares — an estimated $127K sold.

Sowell Financial Services first reported a position in OBDC in Q4 2022 and held it in 14 quarters. The position peaked at $413K in Q4 2025. 426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Sowell Financial Services reported no remaining Blue Owl Capital position as of Q2 2026 after selling out during the quarter.
  • Sowell Financial Services sold 11,453 Blue Owl Capital shares in Q2 2026, an estimated $127K.
  • Sowell Financial Services first reported a position in Blue Owl Capital in Q4 2022 and held it in 14 quarters.
  • Sowell Financial Services's Blue Owl Capital position peaked at $413K in Q4 2025.
  • 426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.