Wedmont Private Capital’s Blue Owl Capital OBDC Stock Holding History

Wedmont Private Capital’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	$242K	Hold	23,818	–	–	0.01%	876
2026 Q2	$261K	Buy	23,818 +9,376	+65%	+$105K	0.01%	800
2026 Q1	$155K	Buy	+14,442	New	+$170K	0.01%	823
2024 Q4	–	Sell	-20,601	Closed	-$306K	–	726
2024 Q3	$306K	Hold	20,601	–	–	0.02%	503
2024 Q2	$323K	Hold	20,601	–	–	0.02%	475
2024 Q1	$321K	Hold	20,601	–	–	0.02%	439
2023 Q4	$311K	Buy	+20,601	New	+$293K	0.03%	424

Other funds holding OBDC

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

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

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedmont Private Capital's OBDC Position: Q3 2026 in Review

Wedmont Private Capital held its Blue Owl Capital (OBDC) position steady in Q3 2026 at 23,818 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #876.

Wedmont Private Capital first reported a position in OBDC in Q4 2023 and has held it in 7 quarters since. The position peaked at $323K in Q2 2024. 19 funds tracked by Wall St. Rank hold OBDC as of Q3 2026.

Wedmont Private Capital held 23,818 shares of Blue Owl Capital worth $242K as of Q3 2026.
Wedmont Private Capital left its Blue Owl Capital share count unchanged in Q3 2026.
Blue Owl Capital made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #876 holding.
Wedmont Private Capital first reported a position in Blue Owl Capital in Q4 2023 and has held it in 7 quarters since.
Wedmont Private Capital's Blue Owl Capital position peaked at $323K in Q2 2024.
19 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.