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Concourse Financial Group Securities’s Blue Owl Capital OWL Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-7,357
Closed -$188K – 1450
2024
Q4 		$188K Buy
+7,357
New +$168K 0.01% 741

Other funds holding OWL

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Concourse Financial Group Securities's OWL Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Blue Owl Capital (OWL) in Q1 2025, closing a stake of 7,357 shares — an estimated $188K sold.

Concourse Financial Group Securities first reported a position in OWL in Q4 2024 and held it in 1 quarter. The position peaked at $188K in Q4 2024. 457 funds tracked by Wall St. Rank hold OWL as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Blue Owl Capital position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 7,357 Blue Owl Capital shares in Q1 2025, an estimated $188K.
  • Concourse Financial Group Securities first reported a position in Blue Owl Capital in Q4 2024 and held it in 1 quarter.
  • Concourse Financial Group Securities's Blue Owl Capital position peaked at $188K in Q4 2024.
  • 457 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.