Triumph Capital Management’s Blue Owl Capital OBDC Stock Holding History

Triumph Capital Management’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	$296K	Buy	27,235 +1,010	+4%	+$11.3K	0.05%	299
2026 Q1	$300K	Sell	26,225 -5,302	-17%	-$62.2K	0.06%	271
2025 Q4	$392K	Sell	31,527 -45,246	-59%	-$575K	0.08%	204
2025 Q3	$980K	Buy	76,773 +8,050	+12%	+$115K	0.26%	89
2025 Q2	$985K	Buy	68,723 +2,058	+3%	+$29.2K	0.3%	80
2025 Q1	$977K	Buy	66,665 +3,257	+5%	+$48.9K	0.33%	72
2024 Q4	$959K	Sell	63,408 -1,454	-2%	-$21.9K	0.33%	70
2024 Q3	$969K	Buy	64,862 +23,592	+57%	+$354K	0.35%	64
2024 Q2	$649K	Buy	41,270 +8,595	+26%	+$137K	0.25%	94
2024 Q1	$499K	Sell	32,675 -1,523	-4%	-$22.9K	0.2%	114
2023 Q4	$517K	Sell	34,198 -22,407	-40%	-$318K	0.22%	95
2023 Q3	$803K	Sell	56,605 -384	-0.7%	-$5.3K	0.36%	66
2023 Q2	$784K	Buy	+56,989	New	+$745K	0.36%	57

Other funds holding OBDC

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

Triumph Capital Management's OBDC Position: Q2 2026 in Review

Triumph Capital Management increased its Blue Owl Capital (OBDC) stake by 3.9% in Q2 2026, buying an estimated $11.3K and bringing the position to 27,235 shares worth $296K. The position accounts for 0.05% of the portfolio, ranked #299.

Triumph Capital Management first reported a position in OBDC in Q2 2023 and has held it in 13 quarters since. The position peaked at $985K in Q2 2025. 62 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Triumph Capital Management held 27,235 shares of Blue Owl Capital worth $296K as of Q2 2026.
Triumph Capital Management bought 1,010 Blue Owl Capital shares in Q2 2026, an estimated $11.3K.
Blue Owl Capital made up 0.05% of Triumph Capital Management's portfolio in Q2 2026, its #299 holding.
Triumph Capital Management first reported a position in Blue Owl Capital in Q2 2023 and has held it in 13 quarters since.
Triumph Capital Management's Blue Owl Capital position peaked at $985K in Q2 2025.
62 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.