Vision Financial Markets’s Blue Owl Capital OBDC Stock Holding History

Vision Financial Markets’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	$52.3K	Buy	4,815 +3,800	+374%	+$42.5K	0.05%	134
2026 Q1	$11.2K	Sell	1,015 -500	-33%	-$5.87K	0.01%	230
2025 Q4	$18.8K	Buy	+1,515	New	+$19.3K	0.02%	175

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vision Financial Markets's OBDC Position: Q2 2026 in Review

Vision Financial Markets increased its Blue Owl Capital (OBDC) stake by 374% in Q2 2026, buying an estimated $42.5K and bringing the position to 4,815 shares worth $52.3K. The position accounts for 0.05% of the portfolio, ranked #134.

Vision Financial Markets first reported a position in OBDC in Q4 2025 and has held it in 3 quarters since. 428 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Vision Financial Markets held 4,815 shares of Blue Owl Capital worth $52.3K as of Q2 2026.
Vision Financial Markets bought 3,800 Blue Owl Capital shares in Q2 2026, an estimated $42.5K.
Blue Owl Capital made up 0.05% of Vision Financial Markets's portfolio in Q2 2026, its #134 holding.
Vision Financial Markets first reported a position in Blue Owl Capital in Q4 2025 and has held it in 3 quarters since.
428 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.