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

HLA

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

TFA

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Prota Financial Houston, Texas $152M AUM

GBI

GP Brinson Investments Chicago, Illinois $245M AUM 16.25% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 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. 53 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.
53 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.