WA
OTF

Wealth Architects’s Blue Owl Technology Finance Corp OTF Stock Holding History

Wealth Architects’s Portfolio OTF Stock Details OTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$325K Buy
31,398
+9,944
+46% +$111K 0.03% 182
2026
Q1 		$266K Buy
21,454
+9,942
+86% +$127K 0.02% 192
2025
Q4 		$167K Buy
+11,512
New +$162K 0.02% 236

Other funds holding OTF

ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
OCERS
Orange County Employees Retirement System Santa Ana, California $280M AUM
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $453M AUM 134.84% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Wealth Architects's OTF Position: Q2 2026 in Review

Wealth Architects increased its Blue Owl Technology Finance Corp (OTF) stake by 46% in Q2 2026, buying an estimated $111K and bringing the position to 31,398 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #182.

Wealth Architects first reported a position in OTF in Q4 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold OTF as of Q2 2026.

  • Wealth Architects held 31,398 shares of Blue Owl Technology Finance Corp worth $325K as of Q2 2026.
  • Wealth Architects bought 9,944 Blue Owl Technology Finance Corp shares in Q2 2026, an estimated $111K.
  • Blue Owl Technology Finance Corp made up 0.03% of Wealth Architects's portfolio in Q2 2026, its #182 holding.
  • Wealth Architects first reported a position in Blue Owl Technology Finance Corp in Q4 2025 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.