Number of Shares
1.15 Mil
Current Holdings Value*
$16.93 Mil
% of Portfolio
5.18%
Total Estimate Gain
$1.42 Mil
% of Total Estimate Gain
4.74%

Trinity Financial Advisors LLC's Blue Owl Capital Corp Holding Summary

As of 2025-06-30, Trinity Financial Advisors LLC held 1.15 Mil shares of Blue Owl Capital Corp(OBDC), totaling $16.93 Mil. This investment constitutes 5.18% of their stock portfolio, and Trinity Financial Advisors LLC now holds 0.23% of the outstanding Blue Owl Capital Corp(OBDC) stock.

The initial trade took place in 2020Q4. And since then Trinity Financial Advisors LLC has made 14 purchases of OBDC, at an average price of $13.94, for a total of 2.16 Mil shares. In addition, there have been 4 sales at an average price of $14.28 for 1.01 Mil shares. Based on historical transaction data and OBDC's current price of $14.88, Trinity Financial Advisors LLC's estimated gain on his OBDC holdings is $1.42 Mil, reflecting a 4.74% gain to date.

Trinity Financial Advisors LLC OBDC ($14.88) Holding Chart

Trinity Financial Advisors LLC OBDC ($14.88) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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