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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
Q2 		$175K Sell
19,987
-5,888
-23% -$55.9K ﹤0.01% 872
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 $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

Curi RMB Capital's OWL Position: Q2 2026 in Review

Curi RMB Capital reduced its Blue Owl Capital (OWL) stake by 23% in Q2 2026, selling an estimated $55.9K and leaving 19,987 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Curi RMB Capital first reported a position in OWL in Q3 2025 and has held it in 4 quarters since. The position peaked at $236K in Q1 2026. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Curi RMB Capital held 19,987 shares of Blue Owl Capital worth $175K as of Q2 2026.
  • Curi RMB Capital sold 5,888 Blue Owl Capital shares in Q2 2026, an estimated $55.9K.
  • Blue Owl Capital made up ﹤0.01% of Curi RMB Capital's portfolio in Q2 2026, its #872 holding.
  • Curi RMB Capital first reported a position in Blue Owl Capital in Q3 2025 and has held it in 4 quarters since.
  • Curi RMB Capital's Blue Owl Capital position peaked at $236K in Q1 2026.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.