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Bare Financial Services’s Blue Owl Capital OWL Stock Holding History

Bare Financial Services’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 		$3.26K Buy
373
+81
+28% +$770 ﹤0.01% 1003
2026
Q1 		$2.67K Buy
+292
New +$3.53K ﹤0.01% 889
2025
Q2 		– Sell
-31
Closed -$621 – 1281
2025
Q1 		$621 Buy
+31
New +$697 ﹤0.01% 692

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

Bare Financial Services's OWL Position: Q2 2026 in Review

Bare Financial Services increased its Blue Owl Capital (OWL) stake by 28% in Q2 2026, buying an estimated $770 and bringing the position to 373 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Bare Financial Services first reported a position in OWL in Q1 2025 and has held it in 3 quarters since. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Bare Financial Services held 373 shares of Blue Owl Capital worth $3.26K as of Q2 2026.
  • Bare Financial Services bought 81 Blue Owl Capital shares in Q2 2026, an estimated $770.
  • Blue Owl Capital made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1003 holding.
  • Bare Financial Services first reported a position in Blue Owl Capital in Q1 2025 and has held it in 3 quarters since.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.