WhitTier Trust Company’s Blue Owl Capital OBDC Stock Holding History

WhitTier Trust Company’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
2025 Q4	–	Sell	-132,000	Closed	-$1.67M	–	1299
2025 Q3	$1.67M	Buy	+132,000	New	+$1.88M	0.04%	243

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WhitTier Trust Company's OBDC Position: Q4 2025 in Review

WhitTier Trust Company sold out of Blue Owl Capital (OBDC) in Q4 2025, closing a stake of 132,000 shares — an estimated $1.67M sold.

WhitTier Trust Company first reported a position in OBDC in Q3 2025 and held it in 1 quarter. The position peaked at $1.67M in Q3 2025. 470 funds tracked by Wall St. Rank hold OBDC as of Q4 2025.

WhitTier Trust Company reported no remaining Blue Owl Capital position as of Q4 2025 after selling out during the quarter.
WhitTier Trust Company sold 132,000 Blue Owl Capital shares in Q4 2025, an estimated $1.67M.
WhitTier Trust Company first reported a position in Blue Owl Capital in Q3 2025 and held it in 1 quarter.
WhitTier Trust Company's Blue Owl Capital position peaked at $1.67M in Q3 2025.
470 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2025.

Based on WhitTier Trust Company's 13F filing for Q4 2025, filed 26 Jan 2026.