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Curi RMB Capital’s Blue Owl Capital OWL Stock Holding History

Curi RMB Capital’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
Q1 		$236K Buy
25,875
+13,648
+112% +$165K ﹤0.01% 794
2025
Q4 		$183K Buy
12,227
+21
+0.2% +$328 ﹤0.01% 851
2025
Q3 		$207K Buy
+12,206
New +$232K ﹤0.01% 675

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Curi RMB Capital's OWL Position: Q1 2026 in Review

Curi RMB Capital increased its Blue Owl Capital (OWL) stake by 112% in Q1 2026, buying an estimated $165K and bringing the position to 25,875 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Curi RMB Capital first reported a position in OWL in Q3 2025 and has held it in 3 quarters since. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Curi RMB Capital held 25,875 shares of Blue Owl Capital worth $236K as of Q1 2026.
  • Curi RMB Capital bought 13,648 Blue Owl Capital shares in Q1 2026, an estimated $165K.
  • Blue Owl Capital made up ﹤0.01% of Curi RMB Capital's portfolio in Q1 2026, its #794 holding.
  • Curi RMB Capital first reported a position in Blue Owl Capital in Q3 2025 and has held it in 3 quarters since.
  • 544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.