Trust Company of Vermont’s Blue Owl Capital OBDC Stock Holding History

Trust Company of Vermont’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
2025 Q4	–	Sell	-1,200	Closed	-$15.3K	–	1168
2025 Q3	$15.3K	Hold	1,200	–	–	﹤0.01%	775
2025 Q2	$17.2K	Hold	1,200	–	–	﹤0.01%	739
2025 Q1	$17.6K	Hold	1,200	–	–	﹤0.01%	691
2024 Q4	$18.1K	Buy	+1,200	New	+$18.1K	﹤0.01%	701

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Trust Company of Vermont's OBDC Position: Q4 2025 in Review

Trust Company of Vermont sold out of Blue Owl Capital (OBDC) in Q4 2025, closing a stake of 1,200 shares — an estimated $15.3K sold.

Trust Company of Vermont first reported a position in OBDC in Q4 2024 and held it in 4 quarters. The position peaked at $18.1K in Q4 2024. 470 funds tracked by Wall St. Rank hold OBDC as of Q4 2025.

Trust Company of Vermont reported no remaining Blue Owl Capital position as of Q4 2025 after selling out during the quarter.
Trust Company of Vermont sold 1,200 Blue Owl Capital shares in Q4 2025, an estimated $15.3K.
Trust Company of Vermont first reported a position in Blue Owl Capital in Q4 2024 and held it in 4 quarters.
Trust Company of Vermont's Blue Owl Capital position peaked at $18.1K in Q4 2024.
470 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.