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

Valeo 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
Q3 		$851K Buy
81,161
+12,004
+17% +$133K 0.02% 333
2026
Q2 		$752K Buy
69,157
+3,188
+5% +$35.7K 0.02% 352
2026
Q1 		$730K Buy
65,969
+21,835
+49% +$256K 0.02% 324
2025
Q4 		$549K Buy
44,134
+8,496
+24% +$108K 0.01% 440
2025
Q3 		$455K Buy
35,638
+905
+3% +$12.9K 0.01% 488
2025
Q2 		$498K Sell
34,733
-32,096
-48% -$456K 0.01% 455
2025
Q1 		$980K Buy
66,829
+1,829
+3% +$27.5K 0.03% 267
2024
Q4 		$983K Hold
65,000
– – 0.03% 271
2024
Q3 		$947K Hold
65,000
– – 0.03% 273
2024
Q2 		$998K Hold
65,000
– – 0.03% 236
2024
Q1 		$1.03M Buy
+65,000
New +$977K 0.04% 235

Other funds holding OBDC

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Valeo Financial Advisors's OBDC Position: Q3 2026 in Review

Valeo Financial Advisors increased its Blue Owl Capital (OBDC) stake by 17% in Q3 2026, buying an estimated $133K and bringing the position to 81,161 shares worth $851K. The position accounts for 0.02% of the portfolio, ranked #333.

Valeo Financial Advisors first reported a position in OBDC in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.03M in Q1 2024. 18 funds tracked by Wall St. Rank hold OBDC as of Q3 2026.

  • Valeo Financial Advisors held 81,161 shares of Blue Owl Capital worth $851K as of Q3 2026.
  • Valeo Financial Advisors bought 12,004 Blue Owl Capital shares in Q3 2026, an estimated $133K.
  • Blue Owl Capital made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #333 holding.
  • Valeo Financial Advisors first reported a position in Blue Owl Capital in Q1 2024 and has held it in 11 quarters since.
  • Valeo Financial Advisors's Blue Owl Capital position peaked at $1.03M in Q1 2024.
  • 18 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.