SSG
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Summit Securities Group’s Blue Owl Capital OBDC Stock Holding History

Summit Securities Group’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
2022
Q3 		– Sell
-300
Closed -$4K – 1091
2022
Q2 		$4K Buy
+300
New +$4.11K ﹤0.01% 881

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

Summit Securities Group's OBDC Position: Q2 2026 in Review

Summit Securities Group sold out of Blue Owl Capital (OBDC) in Q2 2026, closing a stake of 2,800 shares — an estimated $31K sold.

Summit Securities Group first reported a position in OBDC in Q4 2020 and held it in 8 quarters. The position peaked at $2.2M in Q4 2024. 428 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Summit Securities Group reported no remaining Blue Owl Capital position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 2,800 Blue Owl Capital shares in Q2 2026, an estimated $31K.
  • Summit Securities Group first reported a position in Blue Owl Capital in Q4 2020 and held it in 8 quarters.
  • Summit Securities Group's Blue Owl Capital position peaked at $2.2M in Q4 2024.
  • 428 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.