Teamwork Financial Advisors
OBDC icon

Teamwork Financial Advisors’s Blue Owl Capital OBDC Stock Holding History

Teamwork Financial Advisors’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
Q3 		– Sell
-11,463
Closed -$125K – 220
2026
Q2 		$125K Buy
11,463
+604
+6% +$6.76K 0.01% 208
2026
Q1 		$120K Buy
10,859
+345
+3% +$4.05K 0.01% 212
2025
Q4 		$131K Sell
10,514
-7,878
-43% -$100K 0.01% 198
2025
Q3 		$235K Sell
18,392
-2,447
-12% -$34.8K 0.02% 183
2025
Q2 		$299K Buy
20,839
+42
+0.2% +$597 0.03% 162
2025
Q1 		$305K Sell
20,797
-896
-4% -$13.5K 0.04% 141
2024
Q4 		$328K Sell
21,693
-78
-0.4% -$1.18K 0.04% 132
2024
Q3 		$317K Sell
21,771
-329
-1% -$4.94K 0.04% 125
2024
Q2 		$339K Sell
22,100
-878
-4% -$14K 0.05% 106
2024
Q1 		$353K Sell
22,978
-53
-0.2% -$797 0.05% 132
2023
Q4 		$340K Sell
23,031
-2,637
-10% -$37.5K 0.06% 132
2023
Q3 		$356K Sell
25,668
-1,065
-4% -$14.7K 0.06% 148
2023
Q2 		$359K Buy
26,733
+38
+0.1% +$497 0.06% 144
2023
Q1 		$337K Buy
26,695
+1,384
+5% +$17.8K 0.06% 149
2022
Q4 		$292K Buy
25,311
+635
+3% +$7.61K 0.06% 158
2022
Q3 		$256K Buy
24,676
+241
+1% +$3.06K 0.06% 179
2022
Q2 		$301K Sell
24,435
-1,158
-5% -$15.9K 0.07% 171
2022
Q1 		$378K Sell
25,593
-31,815
-55% -$466K 0.07% 190
2021
Q4 		$813K Buy
57,408
+1,836
+3% +$26.2K 0.15% 137
2021
Q3 		$785K Buy
55,572
+9,177
+20% +$133K 0.16% 115
2021
Q2 		$662K Buy
+46,395
New +$667K 0.14% 125

Other funds holding OBDC

Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Hamilton Lane Advisors
Hamilton Lane Advisors Conshohocken, Pennsylvania $179M AUM 25.1% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Trinity Financial Advisors
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Teamwork Financial Advisors's OBDC Position: Q3 2026 in Review

Teamwork Financial Advisors sold out of Blue Owl Capital (OBDC) in Q3 2026, closing a stake of 11,463 shares — an estimated $125K sold.

Teamwork Financial Advisors first reported a position in OBDC in Q2 2021 and held it in 21 quarters. The position peaked at $813K in Q4 2021. 114 funds tracked by Wall St. Rank hold OBDC as of Q3 2026.

  • Teamwork Financial Advisors reported no remaining Blue Owl Capital position as of Q3 2026 after selling out during the quarter.
  • Teamwork Financial Advisors sold 11,463 Blue Owl Capital shares in Q3 2026, an estimated $125K.
  • Teamwork Financial Advisors first reported a position in Blue Owl Capital in Q2 2021 and held it in 21 quarters.
  • Teamwork Financial Advisors's Blue Owl Capital position peaked at $813K in Q4 2021.
  • 114 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.