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Summit Financial’s Blue Owl Capital OBDC Stock Holding History

Summit 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
Q1 		$478K Buy
41,855
+21,797
+109% +$256K 0.01% 1013
2025
Q4 		$257K Sell
20,058
-20,470
-51% -$260K ﹤0.01% 1141
2025
Q3 		$518K Buy
+40,528
New +$577K 0.01% 873

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Summit Financial's OBDC Position: Q1 2026 in Review

Summit Financial increased its Blue Owl Capital (OBDC) stake by 109% in Q1 2026, buying an estimated $256K and bringing the position to 41,855 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #1013.

Summit Financial first reported a position in OBDC in Q3 2025 and has held it in 3 quarters since. The position peaked at $518K in Q3 2025. 458 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • Summit Financial held 41,855 shares of Blue Owl Capital worth $478K as of Q1 2026.
  • Summit Financial bought 21,797 Blue Owl Capital shares in Q1 2026, an estimated $256K.
  • Blue Owl Capital made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1013 holding.
  • Summit Financial first reported a position in Blue Owl Capital in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Blue Owl Capital position peaked at $518K in Q3 2025.
  • 458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.