Position in OBDC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,645,439
+$133,502 QoQ
Shares Held
335,367
+5.6% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#103
of 425 holders
Holding Since
Dec 2021
19 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, 2026HB Wealth Management, LLC holds $162,318,024 across 50 Asset Management names. OBDC ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
870,719 | $98,992,043 | |
| 2 | BLK |
BlackRock, Inc.
|
8,826 | $8,486,728 | |
| 3 | KKR |
KKR & Co. Inc.
|
78,983 | $7,249,059 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
156,576 | $6,668,571 | |
| 5 | BX |
Blackstone Inc.
|
50,885 | $5,987,637 | |
| 6 | KBDC |
Kayne Anderson BDC, Inc.
|
280,189 | $3,790,957 | |
| 7 | OBDC |
Blue Owl Capital Corp
This page
|
335,367 | $3,645,439 | |
| 8 | AMP |
Ameriprise Financial Inc
|
6,464 | $2,965,424 |
All Filings in OBDC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,645,439 | 335,367 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,511,937 | 317,535 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,997,301 | 321,585 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $9,499,513 | 743,893 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $10,583,766 | 738,059 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $16,593,947 | 1,131,920 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,160,797 | 275,185 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,779,035 | 259,371 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,740,400 | 373,724 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,065,695 | 329,369 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,307,282 | 359,572 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $4,497,067 | 324,698 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,930,476 | 292,882 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $3,393,237 | 269,091 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $4,069,284 | 352,319 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,440,579 | 235,350 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,361,614 | 110,431 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,276,563 | 154,030 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,508,401 | 177,147 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||