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Benjamin Edwards Inc’s Blue Owl Capital OWL Stock Holding History

Benjamin Edwards Inc’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
Q1 		– Sell
-31,893
Closed -$476K – 1398
2025
Q4 		$476K Buy
31,893
+17,117
+116% +$268K 0.01% 964
2025
Q3 		$250K Sell
14,776
-618
-4% -$11.8K ﹤0.01% 1174
2025
Q2 		$296K Sell
15,394
-8,462
-35% -$157K ﹤0.01% 996
2025
Q1 		$478K Buy
23,856
+968
+4% +$21.8K 0.01% 798
2024
Q4 		$532K Buy
22,888
+658
+3% +$15.1K 0.01% 801
2024
Q3 		$430K Buy
22,230
+10,721
+93% +$191K 0.01% 837
2024
Q2 		$204K Buy
11,509
+165
+1% +$3.03K 0.04% 338
2024
Q1 		$214K Buy
+11,344
New +$190K 0.04% 330

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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

Benjamin Edwards Inc's OWL Position: Q1 2026 in Review

Benjamin Edwards Inc sold out of Blue Owl Capital (OWL) in Q1 2026, closing a stake of 31,893 shares — an estimated $476K sold.

Benjamin Edwards Inc first reported a position in OWL in Q1 2024 and held it in 8 quarters. The position peaked at $532K in Q4 2024. 545 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Benjamin Edwards Inc reported no remaining Blue Owl Capital position as of Q1 2026 after selling out during the quarter.
  • Benjamin Edwards Inc sold 31,893 Blue Owl Capital shares in Q1 2026, an estimated $476K.
  • Benjamin Edwards Inc first reported a position in Blue Owl Capital in Q1 2024 and held it in 8 quarters.
  • Benjamin Edwards Inc's Blue Owl Capital position peaked at $532K in Q4 2024.
  • 545 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.