SGK
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Steigerwald Gordon & Koch’s Blue Owl Capital OBDC Stock Holding History

Steigerwald Gordon & Koch’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 		$7.61K Hold
700
– – ﹤0.01% 575
2026
Q1 		$7.74K Hold
700
– – ﹤0.01% 558
2025
Q4 		$8.7K Hold
700
– – ﹤0.01% 601
2025
Q3 		$8.94K Buy
+700
New +$9.96K ﹤0.01% 542

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

Steigerwald Gordon & Koch's OBDC Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Blue Owl Capital (OBDC) position steady in Q2 2026 at 700 shares worth $7.61K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Steigerwald Gordon & Koch first reported a position in OBDC in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.94K in Q3 2025. 426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Steigerwald Gordon & Koch held 700 shares of Blue Owl Capital worth $7.61K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Blue Owl Capital share count unchanged in Q2 2026.
  • Blue Owl Capital made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #575 holding.
  • Steigerwald Gordon & Koch first reported a position in Blue Owl Capital in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's Blue Owl Capital position peaked at $8.94K in Q3 2025.
  • 426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.