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

US 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
2025
Q1 		$158K Hold
10,770
– – 0.05% 96
2024
Q4 		$163K Buy
+10,770
New +$162K 0.05% 88

Other funds holding OBDC

SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

US Financial Advisors's OBDC Position: Q1 2025 in Review

US Financial Advisors held its Blue Owl Capital (OBDC) position steady in Q1 2025 at 10,770 shares worth $158K. The position accounts for 0.05% of the portfolio, ranked #96.

US Financial Advisors first reported a position in OBDC in Q4 2024 and has held it in 2 quarters since. The position peaked at $163K in Q4 2024. 438 funds tracked by Wall St. Rank hold OBDC as of Q1 2025.

  • US Financial Advisors held 10,770 shares of Blue Owl Capital worth $158K as of Q1 2025.
  • US Financial Advisors left its Blue Owl Capital share count unchanged in Q1 2025.
  • Blue Owl Capital made up 0.05% of US Financial Advisors's portfolio in Q1 2025, its #96 holding.
  • US Financial Advisors first reported a position in Blue Owl Capital in Q4 2024 and has held it in 2 quarters since.
  • US Financial Advisors's Blue Owl Capital position peaked at $163K in Q4 2024.
  • 438 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.