SWP
OTF

Stratos Wealth Partners’s Blue Owl Technology Finance Corp OTF Stock Holding History

Stratos Wealth Partners’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 		$910K Buy
87,946
+51,175
+139% +$569K 0.01% 876
2026
Q1 		$456K Buy
36,771
+16,636
+83% +$212K 0.01% 1100
2025
Q4 		$293K Buy
20,135
+648
+3% +$9.1K ﹤0.01% 1302
2025
Q3 		$269K Buy
+19,487
New +$292K ﹤0.01% 1302

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
C
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
CI
CAZ Investments Houston, Texas $453M AUM 134.84% 1-Year Est. Return
VanEck Associates
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

Stratos Wealth Partners's OTF Position: Q2 2026 in Review

Stratos Wealth Partners increased its Blue Owl Technology Finance Corp (OTF) stake by 139% in Q2 2026, buying an estimated $569K and bringing the position to 87,946 shares worth $910K. The position accounts for 0.01% of the portfolio, ranked #876.

Stratos Wealth Partners first reported a position in OTF in Q3 2025 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold OTF as of Q2 2026.

  • Stratos Wealth Partners held 87,946 shares of Blue Owl Technology Finance Corp worth $910K as of Q2 2026.
  • Stratos Wealth Partners bought 51,175 Blue Owl Technology Finance Corp shares in Q2 2026, an estimated $569K.
  • Blue Owl Technology Finance Corp made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #876 holding.
  • Stratos Wealth Partners first reported a position in Blue Owl Technology Finance Corp in Q3 2025 and has held it in 4 quarters since.
  • 191 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.