Position in OBDC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,210,947
-$281,890 QoQ
Shares Held
479,388
-3.5% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#80
of 425 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Arkadios Wealth Advisors holds $87,428,591 across 57 Asset Management names. OBDC ranks #6 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
61,426 | $10,417,848 | |
| 2 | BX |
Blackstone Inc.
|
82,869 | $9,751,194 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
188,371 | $7,578,165 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
503,296 | $6,547,880 | |
| 5 | BLK |
BlackRock, Inc.
|
6,423 | $6,176,099 | |
| 6 | OBDC |
Blue Owl Capital Corp
This page
|
479,388 | $5,210,947 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
143,326 | $3,398,259 | |
| 8 | ARCC |
Ares Capital Corp
|
165,718 | $3,070,753 |
All Filings in OBDC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,210,947 | 479,388 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,492,837 | 496,640 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $5,925,020 | 476,671 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,970,658 | 389,245 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,279,342 | 158,950 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,216,796 | 151,214 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $758,948 | 50,195 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $404,390 | 27,755 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $361,804 | 23,555 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $343,819 | 22,355 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $348,409 | 23,605 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $283,994 | 20,505 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $661,874 | 49,320 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $620,702 | 49,223 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $512,242 | 44,350 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $322,237 | 31,074 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $610,224 | 49,491 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $709,720 | 48,019 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $663,466 | 46,855 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $937,440 | 66,391 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $789,601 | 55,333 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $710,352 | 51,587 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $91,341 | 7,215 | Shares | Sole | 2021-02-09 | |
| 2020-03-31 | $77,133 | 6,684 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||