Position in OBDC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,781,332
-$43,590 QoQ
Shares Held
163,876
-0.7% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#132
of 416 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Tradition Wealth Management, LLC holds $15,372,468 across 19 Asset Management names. OBDC ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
|
94,789 | $3,859,808 | |
| 2 | OBDC |
Blue Owl Capital Corp
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|
163,876 | $1,781,332 | |
| 3 | PDI |
PIMCO Dynamic Income Fund
|
95,446 | $1,593,948 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
30,524 | $1,227,980 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
61,227 | $1,155,353 | |
| 6 | BX |
Blackstone Inc.
|
9,682 | $1,139,280 | |
| 7 | MAIN |
Main Street Capital CORP
|
13,036 | $676,307 | |
| 8 | KKR |
KKR & Co. Inc.
|
7,215 | $662,192 |
All Filings in OBDC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,781,332 | 163,876 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,824,922 | 165,002 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,035,847 | 163,785 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,753,569 | 215,628 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,916,913 | 203,411 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,956,760 | 201,689 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,992,399 | 197,910 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,922,380 | 131,941 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,981,363 | 128,995 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,903,982 | 123,796 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,921,338 | 130,172 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,708,328 | 123,345 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,665,140 | 124,079 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,677,016 | 132,991 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,447,307 | 125,308 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,040,007 | 100,290 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,309,396 | 106,196 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,579,701 | 106,881 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,511,367 | 106,735 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,111,907 | 78,747 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $999,813 | 70,064 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $745,852 | 54,165 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $530,922 | 41,937 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||