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

United Capital 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 		$3.03M Buy
278,557
+13,248
+5% +$148K 0.02% 486
2026
Q1 		$2.93M Sell
265,309
-22,382
-8% -$263K 0.02% 474
2025
Q4 		$3.58M Buy
287,691
+732
+0.3% +$9.31K 0.02% 406
2025
Q3 		$3.66M Sell
286,959
-13,944
-5% -$199K 0.03% 348
2025
Q2 		$4.31M Buy
300,903
+90
+0% +$1.28K 0.03% 303
2025
Q1 		$4.41M Sell
300,813
-34,084
-10% -$512K 0.04% 292
2024
Q4 		$5.06M Sell
334,897
-10,107
-3% -$152K 0.04% 258
2024
Q3 		$5.03M Sell
345,004
-26,909
-7% -$404K 0.04% 263
2024
Q2 		$5.71M Sell
371,913
-37,986
-9% -$607K 0.05% 243
2024
Q1 		$6.3M Sell
409,899
-15,868
-4% -$239K 0.05% 241
2023
Q4 		$6.28M Sell
425,767
-80,731
-16% -$1.15M 0.05% 260
2023
Q3 		$7.01M Sell
506,498
-25,700
-5% -$355K 0.05% 261
2023
Q2 		$7.14M Sell
532,198
-9,169
-2% -$120K 0.04% 274
2023
Q1 		$6.83M Sell
541,367
-52,100
-9% -$671K 0.04% 289
2022
Q4 		$6.85M Buy
593,467
+14,630
+3% +$175K 0.04% 292
2022
Q3 		$6M Sell
578,837
-43,418
-7% -$552K 0.04% 306
2022
Q2 		$7.67M Sell
622,255
-89,286
-13% -$1.22M 0.04% 288
2022
Q1 		$10.5M Sell
711,541
-560,821
-44% -$8.22M 0.05% 271
2021
Q4 		$18M Sell
1,272,362
-12,943
-1% -$185K 0.08% 210
2021
Q3 		$18.1M Sell
1,285,305
-31,762
-2% -$460K 0.09% 201
2021
Q2 		$18.8M Sell
1,317,067
-103,108
-7% -$1.48M 0.09% 199
2021
Q1 		$19.6M Sell
1,420,175
-79,867
-5% -$1.09M 0.11% 182
2020
Q4 		$19M Sell
1,500,042
-368,394
-20% -$4.67M 0.11% 184
2020
Q3 		$22.5M Sell
1,868,436
-93,118
-5% -$1.14M 0.15% 158
2020
Q2 		$24.2M Buy
1,961,554
+926,705
+90% +$11.4M 0.18% 126
2020
Q1 		$11.9M Buy
1,034,849
+537,210
+108% +$7.87M 0.1% 208
2019
Q4 		$8.9M Buy
497,639
+223,393
+81% +$3.9M 0.06% 323
2019
Q3 		$4.33M Buy
+274,246
New +$4.39M 0.03% 440

Other funds holding OBDC

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

United Capital Financial Advisors's OBDC Position: Q2 2026 in Review

United Capital Financial Advisors increased its Blue Owl Capital (OBDC) stake by 5% in Q2 2026, buying an estimated $148K and bringing the position to 278,557 shares worth $3.03M. The position accounts for 0.02% of the portfolio, ranked #486.

United Capital Financial Advisors first reported a position in OBDC in Q3 2019 and has held it in 28 quarters since. The position peaked at $24.2M in Q2 2020. 426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • United Capital Financial Advisors held 278,557 shares of Blue Owl Capital worth $3.03M as of Q2 2026.
  • United Capital Financial Advisors bought 13,248 Blue Owl Capital shares in Q2 2026, an estimated $148K.
  • Blue Owl Capital made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #486 holding.
  • United Capital Financial Advisors first reported a position in Blue Owl Capital in Q3 2019 and has held it in 28 quarters since.
  • United Capital Financial Advisors's Blue Owl Capital position peaked at $24.2M in Q2 2020.
  • 426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.