COMPASS FINANCIAL MANAGEMENT LLC’s Blue Owl Capital OWL Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$157K	Buy	+17,965	New	+$171K	0.02%	466

Other funds holding OWL

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OCP

OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's OWL Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Blue Owl Capital (OWL) in Q2 2026: 17,965 shares worth $157K. The stake represents 0.02% of the portfolio and ranks #466 among its holdings.

395 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 17,965 shares of Blue Owl Capital worth $157K as of Q2 2026.
Blue Owl Capital was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Blue Owl Capital made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #466 holding.
395 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.