Bank of Montreal
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Bank of Montreal’s Blue Owl Capital OWL Stock Holding History

Bank of Montreal’s Portfolio OWL Stock Details OWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-200
Closed -$1.83K – 4003
2026
Q1 		$1.83K Buy
+200
New +$2.42K ﹤0.01% 3691

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Bank of Montreal's OWL Position: Q2 2026 in Review

Bank of Montreal increased its Blue Owl Capital (OWL) stake by 54% in Q2 2026, buying an estimated $965K and bringing the position to 288,766 shares worth $2.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Bank of Montreal first reported a position in OWL in Q3 2022 and has held it in 10 quarters since. The position peaked at $3.49M in Q1 2023. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Bank of Montreal held 288,766 shares of Blue Owl Capital worth $2.53M as of Q2 2026.
  • Bank of Montreal bought 101,626 Blue Owl Capital shares in Q2 2026, an estimated $965K.
  • Blue Owl Capital made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1638 holding.
  • Bank of Montreal first reported a position in Blue Owl Capital in Q3 2022 and has held it in 10 quarters since.
  • Bank of Montreal's Blue Owl Capital position peaked at $3.49M in Q1 2023.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.