Compass Financial Management
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Compass Financial Management’s Blue Owl Capital OWL Stock Holding History

Compass Financial Management’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
Q3 		$166K Buy
18,276
+311
+2% +$3.27K 0.02% 495
2026
Q2 		$157K Buy
+17,965
New +$171K 0.02% 466

Other funds holding OWL

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Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Compass Financial Management's OWL Position: Q3 2026 in Review

Compass Financial Management increased its Blue Owl Capital (OWL) stake by 1.7% in Q3 2026, buying an estimated $3.27K and bringing the position to 18,276 shares worth $166K. The position accounts for 0.02% of the portfolio, ranked #495.

Compass Financial Management first reported a position in OWL in Q2 2026 and has held it in 2 quarters since. 458 funds tracked by Wall St. Rank hold OWL as of Q3 2026.

  • Compass Financial Management held 18,276 shares of Blue Owl Capital worth $166K as of Q3 2026.
  • Compass Financial Management bought 311 Blue Owl Capital shares in Q3 2026, an estimated $3.27K.
  • Blue Owl Capital made up 0.02% of Compass Financial Management's portfolio in Q3 2026, its #495 holding.
  • Compass Financial Management first reported a position in Blue Owl Capital in Q2 2026 and has held it in 2 quarters since.
  • 458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.