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Sunbelt Securities’s Blue Owl Capital OBDC Stock Holding History

Sunbelt Securities’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 		$456K Buy
41,273
+18,650
+82% +$219K 0.03% 428
2025
Q4 		$281K Sell
22,623
-10,000
-31% -$127K 0.02% 547
2025
Q3 		$417K Buy
+32,623
New +$464K 0.03% 433
2025
Q2 		– Sell
-10,131
Closed -$149K – 1869
2025
Q1 		$149K Buy
+10,131
New +$152K 0.01% 638

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

Sunbelt Securities's OBDC Position: Q1 2026 in Review

Sunbelt Securities increased its Blue Owl Capital (OBDC) stake by 82% in Q1 2026, buying an estimated $219K and bringing the position to 41,273 shares worth $456K. The position accounts for 0.03% of the portfolio, ranked #428.

Sunbelt Securities first reported a position in OBDC in Q1 2025 and has held it in 4 quarters since. 458 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • Sunbelt Securities held 41,273 shares of Blue Owl Capital worth $456K as of Q1 2026.
  • Sunbelt Securities bought 18,650 Blue Owl Capital shares in Q1 2026, an estimated $219K.
  • Blue Owl Capital made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #428 holding.
  • Sunbelt Securities first reported a position in Blue Owl Capital in Q1 2025 and has held it in 4 quarters since.
  • 458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.