Welch Group
OBDC icon

Welch Group’s Blue Owl Capital OBDC Stock Holding History

Welch Group’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 		$282K Buy
26,882
+723
+3% +$8.04K 0.01% 267
2026
Q2 		$284K Buy
26,159
+813
+3% +$9.1K 0.01% 253
2026
Q1 		$280K Buy
25,346
+5,575
+28% +$65.4K 0.01% 244
2025
Q4 		$246K Buy
19,771
+546
+3% +$6.94K 0.01% 267
2025
Q3 		$246K Buy
19,225
+467
+2% +$6.65K 0.01% 261
2025
Q2 		$269K Buy
18,758
+495
+3% +$7.03K 0.01% 217
2025
Q1 		$275K Buy
18,263
+437
+2% +$6.56K 0.01% 211
2024
Q4 		$276K Buy
17,826
+425
+2% +$6.4K 0.01% 215
2024
Q3 		$254K Buy
+17,401
New +$261K 0.01% 222

Other funds holding OBDC

State of New Jersey Common Pension Fund A
State of New Jersey Common Pension Fund A Trenton, New Jersey $253M AUM 22.83% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund Tigard, Oregon $9.31B AUM 34.63% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Robert Wood Johnson Foundation
Robert Wood Johnson Foundation Princeton, New Jersey $47.4M AUM 19.88% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Hamilton Lane Advisors
Hamilton Lane Advisors Conshohocken, Pennsylvania $179M AUM 25.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Welch Group's OBDC Position: Q3 2026 in Review

Welch Group increased its Blue Owl Capital (OBDC) stake by 2.8% in Q3 2026, buying an estimated $8.04K and bringing the position to 26,882 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #267.

Welch Group first reported a position in OBDC in Q3 2024 and has held it in 9 quarters since. The position peaked at $284K in Q2 2026. 225 funds tracked by Wall St. Rank hold OBDC as of Q3 2026.

  • Welch Group held 26,882 shares of Blue Owl Capital worth $282K as of Q3 2026.
  • Welch Group bought 723 Blue Owl Capital shares in Q3 2026, an estimated $8.04K.
  • Blue Owl Capital made up 0.01% of Welch Group's portfolio in Q3 2026, its #267 holding.
  • Welch Group first reported a position in Blue Owl Capital in Q3 2024 and has held it in 9 quarters since.
  • Welch Group's Blue Owl Capital position peaked at $284K in Q2 2026.
  • 225 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.