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 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wedmont Private Capital's OBDC Position: Q2 2026 in Review

Wedmont Private Capital increased its Blue Owl Capital (OBDC) stake by 65% in Q2 2026, buying an estimated $105K and bringing the position to 23,818 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #800.

Wedmont Private Capital first reported a position in OBDC in Q4 2023 and has held it in 6 quarters since. The position peaked at $323K in Q2 2024. 426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Wedmont Private Capital held 23,818 shares of Blue Owl Capital worth $261K as of Q2 2026.
Wedmont Private Capital bought 9,376 Blue Owl Capital shares in Q2 2026, an estimated $105K.
Blue Owl Capital made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #800 holding.
Wedmont Private Capital first reported a position in Blue Owl Capital in Q4 2023 and has held it in 6 quarters since.
Wedmont Private Capital's Blue Owl Capital position peaked at $323K in Q2 2024.
426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.