Position in OBDC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,294,693
-$11,282 QoQ
Shares Held
119,107
+0.9% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#149
of 425 holders
Holding Since
Jun 2023
13 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $27,237,881 across 45 Asset Management names. OBDC ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
15,476 | $2,624,729 | |
| 2 | BX |
Blackstone Inc.
|
13,698 | $1,611,843 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
116,970 | $1,521,779 | |
| 4 | STEW |
SRH Total Return Fund, Inc.
|
72,775 | $1,302,672 | |
| 5 | OBDC |
Blue Owl Capital Corp
This page
|
119,107 | $1,294,693 | |
| 6 | AB |
Alliancebernstein Holding L.P.
|
35,110 | $1,236,574 | |
| 7 | NBXG |
Neuberger Next Generation Connectivity Fund Inc.
|
66,653 | $1,102,440 | |
| 8 | BLK |
BlackRock, Inc.
|
1,146 | $1,101,947 |
All Filings in OBDC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,294,693 | 119,107 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,305,975 | 118,081 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,532,606 | 123,299 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,591,193 | 124,604 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,743,156 | 121,559 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,930,971 | 131,717 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $3,915,036 | 258,931 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,995,856 | 136,984 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,098,790 | 136,640 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,956,259 | 127,195 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,791,244 | 121,358 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $539,305 | 38,939 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,602,576 | 119,417 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||