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Bleakley Financial Group’s Blue Owl Capital OWL Stock Holding History

Bleakley Financial Group’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 		$457K Buy
+52,280
New +$497K 0.01% 813
2026
Q1 		– Sell
-14,361
Closed -$215K – 783
2025
Q4 		$215K Buy
+14,361
New +$225K ﹤0.01% 677
2025
Q3 		– Sell
-11,383
Closed -$219K – 609
2025
Q2 		$219K Buy
+11,383
New +$211K 0.01% 565

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

Bleakley Financial Group's OWL Position: Q2 2026 in Review

Bleakley Financial Group opened a new position in Blue Owl Capital (OWL) in Q2 2026: 52,280 shares worth $457K. The stake represents 0.01% of the portfolio and ranks #813 among its holdings. This is a return to the name: Bleakley Financial Group previously reported a position in OWL as recently as Q4 2025.

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

  • Bleakley Financial Group held 52,280 shares of Blue Owl Capital worth $457K as of Q2 2026.
  • Blue Owl Capital was a new Bleakley Financial Group position in Q2 2026.
  • Blue Owl Capital made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #813 holding.
  • Bleakley Financial Group first reported a position in Blue Owl Capital in Q2 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 Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.