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Steel Grove Capital Advisors’s Blue Owl Capital OBDC Stock Holding History

Steel Grove Capital Advisors’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 		$139K Hold
12,750
– – 0.01% 217
2026
Q1 		$141K Buy
12,750
+2,000
+19% +$23.5K 0.01% 213
2025
Q4 		$134K Sell
10,750
-163,450
-94% -$2.08M 0.01% 197
2025
Q3 		$2.5M Hold
174,200
– – 0.3% 35
2025
Q2 		$2.5M Buy
+174,200
New +$2.47M 0.3% 35

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

Steel Grove Capital Advisors's OBDC Position: Q2 2026 in Review

Steel Grove Capital Advisors held its Blue Owl Capital (OBDC) position steady in Q2 2026 at 12,750 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #217.

Steel Grove Capital Advisors first reported a position in OBDC in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.5M in Q3 2025. 426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Steel Grove Capital Advisors held 12,750 shares of Blue Owl Capital worth $139K as of Q2 2026.
  • Steel Grove Capital Advisors left its Blue Owl Capital share count unchanged in Q2 2026.
  • Blue Owl Capital made up 0.01% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #217 holding.
  • Steel Grove Capital Advisors first reported a position in Blue Owl Capital in Q2 2025 and has held it in 5 quarters since.
  • Steel Grove Capital Advisors's Blue Owl Capital position peaked at $2.5M in Q3 2025.
  • 426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.