ZB
OBDC icon

Zions Bancorporation’s Blue Owl Capital OBDC Stock Holding History

Zions Bancorporation’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
2024
Q4 		$60.5K Hold
4,000
– – ﹤0.01% 410
2024
Q3 		$58.3K Hold
4,000
– – ﹤0.01% 421
2024
Q2 		$61.4K Buy
+4,000
New +$64K ﹤0.01% 424

Other funds holding OBDC

SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RWJF
Robert Wood Johnson Foundation Princeton, New Jersey $81M AUM 0.47% 1-Year Est. Return

Zions Bancorporation's OBDC Position: Q4 2024 in Review

Zions Bancorporation held its Blue Owl Capital (OBDC) position steady in Q4 2024 at 4,000 shares worth $60.5K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Zions Bancorporation first reported a position in OBDC in Q2 2024 and has held it in 3 quarters since. The position peaked at $61.4K in Q2 2024. 410 funds tracked by Wall St. Rank hold OBDC as of Q4 2024.

  • Zions Bancorporation held 4,000 shares of Blue Owl Capital worth $60.5K as of Q4 2024.
  • Zions Bancorporation left its Blue Owl Capital share count unchanged in Q4 2024.
  • Blue Owl Capital made up ﹤0.01% of Zions Bancorporation's portfolio in Q4 2024, its #410 holding.
  • Zions Bancorporation first reported a position in Blue Owl Capital in Q2 2024 and has held it in 3 quarters since.
  • Zions Bancorporation's Blue Owl Capital position peaked at $61.4K in Q2 2024.
  • 410 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.