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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
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

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

Teamwork Financial Advisors's OBDC Position: Q2 2026 in Review

Teamwork Financial Advisors increased its Blue Owl Capital (OBDC) stake by 5.6% in Q2 2026, buying an estimated $6.76K and bringing the position to 11,463 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #208.

Teamwork Financial Advisors first reported a position in OBDC in Q2 2021 and has held it in 21 quarters since. The position peaked at $813K in Q4 2021. 428 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Teamwork Financial Advisors held 11,463 shares of Blue Owl Capital worth $125K as of Q2 2026.
  • Teamwork Financial Advisors bought 604 Blue Owl Capital shares in Q2 2026, an estimated $6.76K.
  • Blue Owl Capital made up 0.01% of Teamwork Financial Advisors's portfolio in Q2 2026, its #208 holding.
  • Teamwork Financial Advisors first reported a position in Blue Owl Capital in Q2 2021 and has held it in 21 quarters since.
  • Teamwork Financial Advisors's Blue Owl Capital position peaked at $813K in Q4 2021.
  • 428 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.