Steward Partners Investment Advisory’s Blue Owl Technology Finance Corp OTF Stock Holding History

Steward Partners Investment Advisory’s Portfolio OTF Stock Details OTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.52M	Buy	146,897 +35,648	+32%	+$396K	0.01%	1058
2026 Q1	$1.38M	Buy	111,249 +48,029	+76%	+$612K	0.01%	999
2025 Q4	$919K	Buy	63,220 +38,674	+158%	+$543K	0.01%	1112
2025 Q3	$339K	Buy	24,546 +8,520	+53%	+$128K	﹤0.01%	1587
2025 Q2	$244K	Buy	+16,026	New	+$252K	﹤0.01%	1658

Other funds holding OTF

ROTUOC

Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return

OCERS

Orange County Employees Retirement System Santa Ana, California $280M AUM

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

SONJCPFE

State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return

Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

CIG

Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return

CAZ Investments Houston, Texas $479M AUM 140.35% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Steward Partners Investment Advisory's OTF Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Blue Owl Technology Finance Corp (OTF) stake by 32% in Q2 2026, buying an estimated $396K and bringing the position to 146,897 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #1058.

Steward Partners Investment Advisory first reported a position in OTF in Q2 2025 and has held it in 5 quarters since. 191 funds tracked by Wall St. Rank hold OTF as of Q2 2026.

Steward Partners Investment Advisory held 146,897 shares of Blue Owl Technology Finance Corp worth $1.52M as of Q2 2026.
Steward Partners Investment Advisory bought 35,648 Blue Owl Technology Finance Corp shares in Q2 2026, an estimated $396K.
Blue Owl Technology Finance Corp made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1058 holding.
Steward Partners Investment Advisory first reported a position in Blue Owl Technology Finance Corp in Q2 2025 and has held it in 5 quarters since.
191 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.