Commonwealth Equity Services
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Commonwealth Equity Services’s Blue Owl Capital OWL Stock Holding History

Commonwealth Equity 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 		$658K Buy
75,206
+1,272
+2% +$12.1K ﹤0.01% 3082
2026
Q1 		$675K Sell
73,934
-466,539
-86% -$5.64M ﹤0.01% 2939
2025
Q4 		$8.07M Buy
540,473
+79,834
+17% +$1.25M 0.01% 1012
2025
Q3 		$7.8M Buy
460,639
+33,192
+8% +$631K 0.01% 1066
2025
Q2 		$8.21M Buy
427,447
+64,503
+18% +$1.19M 0.01% 1034
2025
Q1 		$7.27M Buy
362,944
+40,114
+12% +$902K 0.01% 1046
2024
Q4 		$7.51M Buy
322,830
+22,498
+7% +$515K 0.01% 979
2024
Q3 		$5.81M Buy
300,332
+101,882
+51% +$1.82M 0.01% 1122
2024
Q2 		$3.52M Buy
198,450
+22,820
+13% +$419K 0.01% 1407
2024
Q1 		$3.31M Buy
175,630
+5,270
+3% +$88.3K 0.01% 1434
2023
Q4 		$2.54M Buy
170,360
+4,730
+3% +$63.6K ﹤0.01% 1528
2023
Q3 		$2.15M Sell
165,630
-5,066
-3% -$60.4K ﹤0.01% 1570
2023
Q2 		$1.99M Buy
170,696
+18,605
+12% +$200K ﹤0.01% 1619
2023
Q1 		$1.69M Buy
152,091
+10,102
+7% +$121K ﹤0.01% 1671
2022
Q4 		$1.5M Buy
141,989
+131,987
+1,320% +$1.39M ﹤0.01% 1683
2022
Q3 		$92K Buy
+10,002
New +$111K ﹤0.01% 3385

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

Commonwealth Equity Services's OWL Position: Q2 2026 in Review

Commonwealth Equity Services increased its Blue Owl Capital (OWL) stake by 1.7% in Q2 2026, buying an estimated $12.1K and bringing the position to 75,206 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #3082.

Commonwealth Equity Services first reported a position in OWL in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.21M in Q2 2025. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Commonwealth Equity Services held 75,206 shares of Blue Owl Capital worth $658K as of Q2 2026.
  • Commonwealth Equity Services bought 1,272 Blue Owl Capital shares in Q2 2026, an estimated $12.1K.
  • Blue Owl Capital made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3082 holding.
  • Commonwealth Equity Services first reported a position in Blue Owl Capital in Q3 2022 and has held it in 16 quarters since.
  • Commonwealth Equity Services's Blue Owl Capital position peaked at $8.21M in Q2 2025.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.