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Westfuller Advisors’s Blue Owl Capital OBDC Stock Holding History

Westfuller Advisors’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 		$71.2K Sell
6,373
-141
-2% -$1.58K 0.03% 266
2026
Q1 		$74.5K Buy
6,514
+186
+3% +$2.18K 0.03% 242
2025
Q4 		$81K Buy
6,328
+179
+3% +$2.28K 0.03% 248
2025
Q3 		$80.8K Buy
+6,149
New +$87.5K 0.04% 241

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return
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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Westfuller Advisors's OBDC Position: Q2 2026 in Review

Westfuller Advisors reduced its Blue Owl Capital (OBDC) stake by 2.2% in Q2 2026, selling an estimated $1.58K and leaving 6,373 shares worth $71.2K. The position accounts for 0.03% of the portfolio, ranked #266.

Westfuller Advisors first reported a position in OBDC in Q3 2025 and has held it in 4 quarters since. The position peaked at $81K in Q4 2025. 428 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Westfuller Advisors held 6,373 shares of Blue Owl Capital worth $71.2K as of Q2 2026.
  • Westfuller Advisors sold 141 Blue Owl Capital shares in Q2 2026, an estimated $1.58K.
  • Blue Owl Capital made up 0.03% of Westfuller Advisors's portfolio in Q2 2026, its #266 holding.
  • Westfuller Advisors first reported a position in Blue Owl Capital in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Blue Owl Capital position peaked at $81K in Q4 2025.
  • 428 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.