Stifel Financial
OBDC icon

Stifel Financial’s Blue Owl Capital OBDC Stock Holding History

Stifel Financial’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 		$9.84M Sell
904,927
-39,097
-4% -$437K 0.01% 1031
2026
Q1 		$10.4M Sell
944,024
-105,035
-10% -$1.23M 0.01% 931
2025
Q4 		$13M Buy
1,049,059
+9,232
+0.9% +$117K 0.01% 825
2025
Q3 		$13.3M Sell
1,039,827
-34,322
-3% -$489K 0.01% 815
2025
Q2 		$15.4M Buy
1,074,149
+84,924
+9% +$1.21M 0.02% 707
2025
Q1 		$14.5M Sell
989,225
-16,878
-2% -$254K 0.02% 696
2024
Q4 		$15.2M Buy
1,006,103
+127,150
+14% +$1.92M 0.02% 683
2024
Q3 		$12.8M Buy
878,953
+69,042
+9% +$1.04M 0.01% 770
2024
Q2 		$12.4M Sell
809,911
-98,347
-11% -$1.57M 0.01% 735
2024
Q1 		$14M Buy
908,258
+4,931
+0.5% +$74.1K 0.02% 678
2023
Q4 		$13.3M Sell
903,327
-27,225
-3% -$387K 0.02% 666
2023
Q3 		$12.9M Sell
930,552
-17,904
-2% -$247K 0.02% 628
2023
Q2 		$12.7M Buy
948,456
+18,542
+2% +$242K 0.02% 629
2023
Q1 		$11.7M Sell
929,914
-13,208
-1% -$170K 0.02% 628
2022
Q4 		$10.9M Buy
943,122
+42,307
+5% +$507K 0.02% 626
2022
Q3 		$9.34M Buy
900,815
+19,458
+2% +$247K 0.02% 657
2022
Q2 		$10.9M Buy
881,357
+351,810
+66% +$4.82M 0.02% 627
2022
Q1 		$7.83M Buy
529,547
+156,104
+42% +$2.29M 0.01% 826
2021
Q4 		$5.29M Buy
373,443
+56,020
+18% +$801K 0.01% 1048
2021
Q3 		$4.48M Buy
317,423
+98,464
+45% +$1.43M 0.01% 1076
2021
Q2 		$3.13M Buy
218,959
+37,032
+20% +$532K ﹤0.01% 1295
2021
Q1 		$2.5M Buy
181,927
+36,577
+25% +$498K ﹤0.01% 1375
2020
Q4 		$1.84M Buy
145,350
+88,590
+156% +$1.12M ﹤0.01% 1437
2020
Q3 		$685K Buy
56,760
+42,829
+307% +$525K ﹤0.01% 1887
2020
Q2 		$172K Buy
+13,931
New +$172K ﹤0.01% 2616

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return
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

Stifel Financial's OBDC Position: Q2 2026 in Review

Stifel Financial reduced its Blue Owl Capital (OBDC) stake by 4.1% in Q2 2026, selling an estimated $437K and leaving 904,927 shares worth $9.84M. The position accounts for 0.01% of the portfolio, ranked #1031.

Stifel Financial first reported a position in OBDC in Q2 2020 and has held it in 25 quarters since. The position peaked at $15.4M in Q2 2025. 427 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Stifel Financial held 904,927 shares of Blue Owl Capital worth $9.84M as of Q2 2026.
  • Stifel Financial sold 39,097 Blue Owl Capital shares in Q2 2026, an estimated $437K.
  • Blue Owl Capital made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1031 holding.
  • Stifel Financial first reported a position in Blue Owl Capital in Q2 2020 and has held it in 25 quarters since.
  • Stifel Financial's Blue Owl Capital position peaked at $15.4M in Q2 2025.
  • 427 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.