Position in OBDC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,275,319
+$1,091,841 QoQ
Shares Held
296,141
+68.6% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in OBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026EVOKE WEALTH, LLC holds $26,747,907 across 30 Asset Management names. OBDC ranks #2 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
401,081 | $4,171,242 | |
| 2 | OBDC |
Blue Owl Capital Corp
This page
|
296,141 | $3,275,319 | |
| 3 | NAC |
Nuveen California Quality Municipal Income Fund
|
256,039 | $2,982,854 | |
| 4 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
236,500 | $2,655,895 | |
| 5 | BLK |
BlackRock, Inc.
|
1,881 | $1,808,976 | |
| 6 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
143,219 | $1,704,306 | |
| 7 | BX |
Blackstone Inc.
|
9,668 | $1,111,723 | |
| 8 | TSLX |
Sixth Street Specialty Lending, Inc.
|
39,858 | $732,590 |
All Filings in OBDC
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,275,319 | 296,141 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,183,478 | 175,662 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $133,893 | 10,485 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $150,354 | 10,485 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $153,710 | 10,485 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $158,533 | 10,485 | Shares | Sole | 2025-02-10 | |
| 2023-09-30 | $563,985 | 40,721 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,648,137 | 122,812 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $513,491 | 40,721 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $454,492 | 39,350 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $342,210 | 33,000 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $406,890 | 33,000 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $487,740 | 33,000 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $467,280 | 33,000 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $465,960 | 33,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $413,830 | 29,000 | Shares | Sole | 2021-08-05 | |
| 2020-03-31 | $646,586 | 56,030 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||