BOLTON SECURITIES CORPORATION’s Blue Owl Capital OBDC Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$3.38M	Buy	+230,590	New	+$3.46M	0.2%	135

Other funds holding OBDC

State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return

Oregon Public Employees Retirement Fund Tigard, Oregon $9.31B AUM 34.63% 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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

BOLTON SECURITIES CORPORATION's OBDC Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Blue Owl Capital (OBDC) in Q1 2025: 230,590 shares worth $3.38M. The stake represents 0.2% of the portfolio and ranks #135 among its holdings.

439 funds tracked by Wall St. Rank hold OBDC as of Q1 2025.

BOLTON SECURITIES CORPORATION held 230,590 shares of Blue Owl Capital worth $3.38M as of Q1 2025.
Blue Owl Capital was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Blue Owl Capital made up 0.2% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #135 holding.
439 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.