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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
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

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
RWJF
Robert Wood Johnson Foundation Princeton, New Jersey $81M AUM 0.47% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Welch Group's OBDC Position: Q2 2026 in Review

Welch Group increased its Blue Owl Capital (OBDC) stake by 3.2% in Q2 2026, buying an estimated $9.1K and bringing the position to 26,159 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #253.

Welch Group first reported a position in OBDC in Q3 2024 and has held it in 8 quarters since. 145 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Welch Group held 26,159 shares of Blue Owl Capital worth $284K as of Q2 2026.
  • Welch Group bought 813 Blue Owl Capital shares in Q2 2026, an estimated $9.1K.
  • Blue Owl Capital made up 0.01% of Welch Group's portfolio in Q2 2026, its #253 holding.
  • Welch Group first reported a position in Blue Owl Capital in Q3 2024 and has held it in 8 quarters since.
  • 145 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.