KINGSWOOD WEALTH ADVISORS, LLC

Position in OBDC — Blue Owl Capital Corp

CIK 1987855 SAN DIEGO, CA

Position in OBDC

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$1,305,975

-$226,631 QoQ

Shares Held

118,081

-4.2% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $23,304,534 across 43 Asset Management names. OBDC ranks #4 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp	14,819	$1,875,492
2	BPRE	Bluerock Private Real Estate Fund	93,667	$1,555,808
3	BX	Blackstone Inc.	13,116	$1,508,208
4	OBDC	Blue Owl Capital Corp This page	118,081	$1,305,975
5	STEW	SRH Total Return Fund, Inc.	72,775	$1,244,452
6	BLK	BlackRock, Inc.	1,182	$1,136,741
7	FSK	FS KKR Capital Corp	104,651	$1,065,347
8	ACP	abrdn Income Credit Strategies Fund	203,971	$1,040,252

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,305,975	118,081	-4.2%	Shares	Sole	2026-04-28
2025-12-31	$1,532,606	123,299	-1.0%	Shares	Sole	2026-01-28
2025-09-30	$1,591,193	124,604	+2.5%	Shares	Sole	2025-10-23
2025-06-30	$1,743,156	121,559	-7.7%	Shares	Sole	2025-07-23
2025-03-31	$1,930,971	131,717	-49.1%	Shares	Sole	2025-07-25
2024-12-31	$3,915,036	258,931	+89.0%	Shares	Sole	2025-01-22
2024-09-30	$1,995,856	136,984	+0.3%	Shares	Sole	2024-10-21
2024-06-30	$2,098,790	136,640	+7.4%	Shares	Sole	2024-07-09
2024-03-31	$1,956,259	127,195	+4.8%	Shares	Sole	2024-04-15
2023-12-31	$1,791,244	121,358	+211.7%	Shares	Sole	2024-01-16
2023-09-30	$539,305	38,939	-67.4%	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.